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If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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Clearing Up The Confusion: Deducting Mortgage and Home Equity Interest In 2018

You probably know that last December’s Tax Cuts and Jobs Act changed the rules for deducting mortgage and home equity interest. Now, the IRS has fine-tuned the new guidelines, clarifying that you are allowed to deduct home equity interest in some cases. Here’s a quick summary. As always, consult your tax advisor for details relating to your situation. […]

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Watch Out For These Changing Tax Deductions In 2018! (And What You Need To Do Now)

The Tax Cuts and Jobs Act, passed last year, will change the way you can deduct expenses on your 2018 taxes. The new tax regime is expected to lower taxes for the vast majority of Americans, as well as small-business owners — at least until the cuts expire after eight years. Here’s a brief summary of how your […]

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Is Social Media Stunting Your Financial Progress?

Social media has been blamed for all kinds of societal ills lately, from undermining self esteem, to promoting fake news, and even to rewiring the pathways in your brain. So here’s a new problem that’s been chalked up to too much time on social media. It seems that millennials, in particular, may be seeing their […]

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Celebrate International Women’s Day March 8!

International Women’s Day is Thursday, March 8. We’re proud to support women as they #PressForProgress. We help empower women by: training, mentoring and encouraging women who are studying to be Certified Financial Planners® or are interested in careers in personal finance and investments; educating women to understand and take charge of their personal and family […]

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New York Real Estate Isn’t Made Of Gold, After All

Attention, real estate tycoon-wanna-be’s. Hate to burst your bubble, but here’s some surprising news from Douglas Elliman Real Estate, the largest real estate brokerage firm in the New York area and the fourth largest residential real estate company nationwide. It seems that Manhattan homes actually proved to be poor investments during the past decade. Not […]

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Quote Of The Week: Saving For College Won’t Hurt Financial Aid

It’s time to bust a few myths about saving for college. One we hear a lot from parents is that saving money for college will cost them in financial aid. Except for a few rare cases, this just isn’t true, as explained by higher-ed expert Lynn O’Shaughnessy below. The financial aid you may qualify for […]

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Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine […]

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Welcome, New AFA Team Members!

Please welcome two new team members who recently joined the firm! Nadia and Anthony look forward to meeting all of you, so please take a moment to say hello next time you call. Client Services Associate Nadia Rullo earned her B.A. from Florida International University, where she majored in Business Administration and Finance. Nadia was born […]

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Women Financial Advisors Make Time For Miami Networking

There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]

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