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AAFCPAs Wealth Management Advises Clients to Pursue Lines of Defense in Protecting Your Credit

AAFCPAs Wealth Management Advises Clients to Pursue Lines of Defense in Protecting Your Credit

Approximately 1 in 2 Americans had their personal information compromised as a result of a 2017 data breach at Equifax, and as a result are now at an increased risk for identify theft and financial fraud. Identify theft is an increasing problem for all people. In response, Congress initiated a new credit freeze law protecting consumers. This law went into effect on September 21, 2018. The new federal credit freeze... continue reading

AAFCPAs Wealth Management Announces Transition of Leadership

AAFCPAs Wealth Management Announces Transition of Leadership

AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the firm in 2016 and 2017 respectively. “I have the utmost respect for my colleagues Carmen... continue reading

Charitable Planning After the TCJA Tax Law Changes

Charitable Planning After the TCJA Tax Law Changes

It can be argued that the most sweeping changes to the tax code in the past 30 years occurred last December, with the passing of the Tax Cuts & Jobs Act (TCJA). AAFCPAs Wealth Management urges clients to carefully consider charitable planning now. Charitable giving, in some instances, may not provide the same tax benefit as it once did. We would like to highlight planning techniques to consider in response... continue reading

AAFCPAs Wealth Management Update: Market Volatility

AAFCPAs Wealth Management understands that the recent market performance may be unsettling to some, given this is the worst volatility we have seen in over 8 years. The current drop in the major market indexes has left many investors concerned about whether or not they should be making changes, and wondering if this may be a repeat of 2008. AAFCPAs Wealth Management’s investment team has been closely monitoring the market... continue reading

AAFCPAs Wealth Management Shares Proactive Strategies for Investors in a Strong Market

AAFCPAs Wealth Management is constantly reviewing market conditions to be thoughtful, disciplined, and opportunistic to changes that occur over time.  Market volatility is not something you can control, but how you position yourself now will have a lasting impact. The US financial market is strong. Rejoice! The bull market continues for the past eight years since the great recession.  Good markets allow us to grow and squirrel away money before... continue reading

AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Andrew Hammond, CFP®

AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Andrew Hammond, CFP®

AAFCPAs Wealth Management, an affiliate company of AAFCPAs, continues to grow and is pleased to announce the addition of Andrew Hammond, CFP® as a Wealth Advisor and Director of Wealth Management.  Andrew joins our growing team of advisors after 17 years in financial services at Fidelity Investments. Andrew sought-out AAFCPAs Wealth Management in response to the evolving retirement landscape.  “With the implementation of the Department of Labor fiduciary rule, investors... continue reading