Articles and Newsletters
General Topics
- Business Succession Planning
- Education Tax Credits and Deductions
- Recovering From Identity Theft
- 2009 Legislation in Review
- Key Economic Indicators and What They Mean
- Year-End Tax Planning--Special Concerns for 2010
Investment Related
- Understanding Bond Yields and the Yield Curve
- 529 College Savings Plans
- Exchange-Traded Funds: Do They Belong in Your Portfolio?
- Active vs. Passive Portfolio Management
- Balancing Your Investment Choices with Asset Allocation
- Monte Carlo Analysis
- Bonds, Interest Rates, and the Impact of Inflation
- Roth IRA Conversions--Planning for New Opportunities
- Time to Consider Year-End Investment Moves
- 2009 Year-End Tax Planning Considerations
- What is a Build America Bond (BAB)?
- Frequently asked questions about 2010 Roth IRA conversions
- Evaluating Risk in Your Portfolio
- Stock Dividends: An Income Alternative
- What You Should Know about Inherited IRAs
- Text Client Alert: Summary of New Financial Reform Law
- What You Should Know about Trusteed IRAs
- Investing in Green Technology
Estate Planning
- Trust Basics
- Qualified Personal Residence Trust (QPRT)
- Planning for Incapacity
- Death of a Family Member Checklist
- Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
- Irrevocable Life Insurance Trust (ILIT)
- Special Needs Trusts
- Avoiding Probate: Is It Worth It?
- Transferring Your Family Business to Your Children
Financial Planning
- Saving for College
- Financial Planning - Helping You See the Big Picture
- Deciding When to Retire: When Timing Becomes Critical
- Moving Forward Financially After Divorce
- Retirement: Does Your Withdrawal Strategy Need a Second Look?
- Retirement Issues to Watch in 2010
Employee Benefits / Healthcare
- Will the new health-care law affect my Medicare drug plan?
- Health Care Reform (Video)
- Health Care Reform
Pension Matters
- ERISA Fiduciary Responsibilities
- Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting
- Payment Options for Plan Expenses
- Voluntary Corrections for Qualified Plans
- Plan Distributions Are on the Rise
- Coping With the Impact of the Pension Protection Act
- Mandatory Electronic Filing Applies to Form 5500 Soon!
- Participants are on a Need to Know Basis...and They Need to Know
- When Should the Check be in the Mail?
- Roth 401(k) FAQs
- Safe Harbor 401(k) Plan Offers Many Advantages
- In-Service Withdrawals from 401(k) Plans
Associated Financial Consultants, Inc.
Associated Investor Services, Inc.
2699 Stirling Rd, Suite A-200
Ft. Lauderdale, FL 33312 | Map
Tel: (954) 983.5600 Fax: (954) 987.7710
Web: http://www.afc-ais.com
Associated Investor Services, Inc.
2699 Stirling Rd, Suite A-200
Ft. Lauderdale, FL 33312 | Map
Tel: (954) 983.5600 Fax: (954) 987.7710
Web: http://www.afc-ais.com
Our Services
- Investment Services
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Disclaimer: Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed.
Source: Google Finance
Source: Google Finance
“Partnership is the highest level of client relationships achievable. Trust, accountability, mutual support, truth and effort are the crucial elements that foster a strong, long term relationship.”
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