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AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Kevin Hodson

AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Kevin Hodson

AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Kevin Hodson, Wealth Advisor.  Kevin joins our growing team of advisors after 18 years of experience in financial services, as well as 6 years active duty in the United States Marine Corps. Kevin is driven by strong ethical values, and high standards of excellence. These values and standards impact his success as a Wealth Advisor... continue reading

AAFCPAs Wealth Management Reflects on Q4 2018 Market Volatility, and Provides Guidance on What Investors Should Do

AAFCPAs Wealth Management Reflects on Q4 2018 Market Volatility, and Provides Guidance on What Investors Should Do

Warren Buffett, one of the world’s most famous investors, is often quoted as saying “be fearful when others are greedy and greedy when others are fearful.” You might say that is easier said than done and we won’t disagree with you. Obviously, there is a great deal of fear right now among investors as a result of recent market volatility and the impact on portfolios. Q4 2018 has been the... continue reading

Year-End Personal Financial Planning Considerations

Year-End Personal Financial Planning Considerations

The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of the other areas of your personal finances is one of the key ways AAFCPAs Tax and... continue reading

Develop an Individual Financial Plan That Accounts for Market Volatility

As we head into the final quarter of 2018, it is a great time to reflect on the financial markets. We have experienced the longest period of economic expansion in the nation’s history, and we have come a long way since the mortgage and housing crisis in 2008. However, as you may know from recent headlines, the fourth quarter got off to a rocky start. The Dow fell over 1,300... continue reading

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 Presents Session on the Evolution of Risk Management within Financial Planning

AAFCPAs Wealth Management’s Carmen Grinkis, PhD, CLTC, CFP® will present an insightful session on the evolution of risk management within financial planning for the benefit of peer wealth advisors at the Pinnacle 2018 Winter Summit, March 6-8, 2018 in St. Augustine, FL. In this session, Carmen will reflect on the meaningful evolution of her career from practicing psychologist, to entrepreneur, insurance broker, and now wealth advisor and CERTIFIED FINANCIAL PLANNER™... 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