Wealth Advisory
Estate Planning Pro Tip for Married Couples: Don’t Overlook Portability
In this article: Estate planning ensures that wealth transfers happen efficiently with minimal tax exposure. One of the most powerful tools in the estate planning toolkit for married couples is portability, which allows a surviving spouse to inherit any unused federal estate tax exemption from their deceased partner. It is a concept that can significantly […]
AAF Wealth Management 2025 Market Insights
AAF Wealth Management Market Insights | Webinar On-Demand In an ongoing commitment to keep clients abreast on a range of issues that might affect your business and personal financial health, AAF Wealth Management’s Wealth Advisor and Director of Investments Kevin Hodson, shared what has driven performance of late along with thoughts on variables that could […]
AAF Wealth Management Expands Advisory Team
Boston, MA (May 26, 2025)—AAF Wealth Management, a boutique Registered Investment Advisory (RIA) firm serving clients focused on long-term wealth preservation, today announced the addition of two new team members, Michael Shook and Russell Almstrom, CRPC®. Both Michael and Russel bring expertise in client service, investment operations, and financial planning, enhancing our commitment to providing […]
Protect Your SS Information from Fraud
AAFCPAs would like to make clients aware there have been reported incidents of identity theft involving Social Security Administration (SSA) accounts. These incidents highlight the importance of setting up SSA login credentials, enabling email notifications, and regularly monitoring your account for any suspicious activity. There have been reports of unauthorized changes to SSA account information, […]
Pickleheads, the Wheel of Life, and Personal Growth
As a wealth advisor and a former clinical psychologist, I’ve always believed that true financial well-being is about more than just dollars and cents. It’s about creating a life that feels balanced, meaningful, and fulfilling in all areas. One of my favorite tools to support this mindset is the Wheel of Life—a simple yet powerful […]
AAF Wealth Management Q1 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and/or personal financial plans, AAFCPAs is pleased to share Q1 2025 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. The […]
From the Desk of Andy Hammond – April 2025
I hope this message finds you well. With recent headlines and market volatility, I understand that you may be feeling a sense of unease. Please know you’re not alone and that we are here for you. At AAF Wealth Management, we remain focused on what matters most: your long-term financial wellbeing. We regularly run Monte […]
Carmen Grinkis featured on The Bay March 2025
Note: This content originally appeared on the March 2025 issues of The Bay Magazine and Providence Monthly. I joined AAF Wealth Management in 2016, and since that time the firm’s assets under management have grown organically over 300%. I attribute this growth to our role as fiduciaries and our holistic, personalized approach in managing clients’ […]
Kevin February 2025 Desk Memo
Clients frequently inquire about the potential impact of administrative changes on their financial plans and investments as well as our strategies for adapting to the current economic landscape. As we move through the year, we remain cautiously optimistic about the markets. Several indicators suggest that we could see positive performance provided certain conditions hold steady. […]