Articles and Newsletters
General Topics
- How Much Do You Know about Social Security?
- Open Sesame: Strong Passwords Key to Account Security
- Handling Market Volatility
- These Deferred Annuity Mistakes Can Be Taxing
- Mid-Year Tax Considerations
- Tax Advantages of Homeownership
- Important Questions to Ask Aging Parents
- Charitable Giving
- Social Security Survivor's Benefits
- Understanding the math of recovering from losses
- Does homeowners insurance cover personal liability?
- Key Economic Indicators and What They Mean
- Recovering From Identity Theft
- Business Succession Planning
Investment Related
- The Spousal IRA Rule
- Are We in a Bond Bubble?
- Can I roll over my traditional 401(k) plan distribution to a Roth IRA?
- Fixed Annuities vs. CDs: Is One Better Than the Other?
- What You Can Learn from a Mutual Fund Prospectus
- Investing in Green Technology
- What You Should Know about Trusteed IRAs
- What You Should Know about Inherited IRAs
- Stock Dividends: An Income Alternative
- Evaluating Risk in Your Portfolio
- What is a Build America Bond (BAB)?
- Bonds, Interest Rates, and the Impact of Inflation
- Monte Carlo Analysis
- Balancing Your Investment Choices with Asset Allocation
- Active vs. Passive Portfolio Management
- Exchange-Traded Funds: Do They Belong in Your Portfolio?
- 529 College Savings Plans
- Understanding Bond Yields and the Yield Curve
Estate Planning
- Gift Tax Strategies
- What happens to my online accounts when I die?
- Avoiding Probate: Is It Worth It?
- Special Needs Trusts
- Irrevocable Life Insurance Trust (ILIT)
- Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
- Death of a Family Member Checklist
- Planning for Incapacity
- Qualified Personal Residence Trust (QPRT)
- Trust Basics
Financial Planning
- Retirement: Does Your Withdrawal Strategy Need a Second Look?
- Moving Forward Financially After Divorce
- Deciding When to Retire: When Timing Becomes Critical
- Financial Planning - Helping You See the Big Picture
- Saving for College
Employee Benefits / Healthcare / Insurance
- Life without Life Insurance
- Life Insurance Policy Loans: Tax and Other Implications
- Paying for Long-Term Care During Retirement
- Health Care Reform (Video)
- Health Care Reform
Pension Matters
- Market Timing: The classic game of buy low, sell high
- Participant Fee Disclosure Requirements for Individual Account Plans
- Navigating Financial Fear In Economic Downturns
- Dealing with Terminated Participants
- Fiduciary Liability for Participant-Directed Plans
- Don't let the QDRO be worse than the Marriage
- Do You Know Who Your Employees Are?
- Cash Balance Plans 101
- Record Retention
- In-Service Withdrawals from 401(k) Plans
- Safe Harbor 401(k) Plan Offers Many Advantages
- When Should the Check be in the Mail?
- Participants are on a Need to Know Basis...and They Need to Know
- Mandatory Electronic Filing Applies to Form 5500 Soon!
- Voluntary Corrections for Qualified Plans
- Payment Options for Plan Expenses
- Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting
- ERISA Fiduciary Responsibilities
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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