AFM

Earlier this month, we gathered in celebration of Mitch Strobel's 15th anniversary at AFM! Mitch summed up his time at AFM well with this quote: "When I started I was just a kid, and now I have two kids." We're so proud to have you as part of our team, Mitch!

Last month, Mitchell Strobel & Elizabeth Schleifer, CFP® spent time teaching DC Metropolitan Police Department Cadets some basics in personal finance! We're proud to support DC's next wave of first responders and the Washington DC Police Foundation.

Last week, @CarlHolubowich, John Wittelsberger, & Mitchell Strobel participated in the 30th Annual @FPANationalCap Charity Golf Classic to benefited @PowerProBono! AFM was proud to sponsor the beverage cart to support this fantastic cause.

Searching for a guide to breakdown the basics of #Medicare? Look no further than the latest @BetterInvesting article from Alexandra Armstrong and @ChrisRiversAFM. afmfa.com/wp-content/uploads…

Introducing Numbers & Nuances: Making the Tax Code Simpler, our latest blog series from Nicolette Davicino, CFP®, EA and Josh Kaplan, CFP®, EA! It will aim to broaden your understanding of a wide range of tax issues. Learn more here: afmfa.com/insights-from-nico… #taxes #taxplanning

New rules for inherited IRA accounts are poised to launch in 2024 following years of delays caused by the pandemic. Learn what's new in latest @BetterInvesting article from Alexandra Armstrong, CFP®, CRPC® and @ChrisRiversAFM afmfa.com/wp-content/uploads…

Alexandra Armstrong & @ChrisRiversAFM provide some helpful tax tips in their latest @BetterInvesting article, covering a wide range of topics from capital gains taxes to charitable contributions afmfa.com/wp-content/uploads… #personalfinance #taxplanning

With 2023 now in the rear-view mirror, now can be a great time to check in with your estate plan. Jack Russell's latest blog has you covered with some key items to keep track of in the new year: ow.ly/eKAX50Qn58W #estateplanning #personalfinance

Looking to improve or expand your #charitablegivingstrategy as 2023 winds down? Mitchell Strobel has laid out all you need to know in his latest blog, including information on donor-advised funds, tax implications, and employer programs: afmfa.com/whats-new-in-chari…

As we wind down 2023, now can be great time to check-in on your tax strategy. Thankfully, Nicolette Davicino has you covered on all things taxes with her latest blog. afmfa.com/year-end-tax-revie…

Earlier this month, Alexandra Armstrong presented the Alexandra Armstrong Award for Lifetime Achievement in the Financial Services Industry to Rita Robbins, President, Affiliated Advisors at the InvestmentNews annual Women to Watch Summit. #INW2W

Last week, Nicolette Davicino, CFP®, EA made the most of her stop in Colorado by summiting Mount Yale! This mainstay of the Rockies stands a staggering 14,200 feet and features a 10 mile trail hike! Way to crush it, Nicolette! #AFM40 #MountYale

Mitch Strobel participated in a 5k with his daughter for Commonwealth Cares to support @HomeboyInd! Founded by @CommonwealthFN, this organization connects members of the financial planning world to worthy causes across the country. Amazing work, Mitch! #CommonwealthCares #AFM40

Cryptocurrency continues to evolve in 2023, writes Elizabeth Schleifer, CFP® in the latest installment of Crypto Compass. Educate yourself on all the happenings in the crypto world, including PayPal's big move into the space: afmfa.com/state-of-crypto-20… #crypto #blockchain

As payment tools expand online, so do increasingly clever scams, writes Josh Kaplan, CFP®, EA in our latest Capital Insights blog. Read up on some helpful tips to help keep you and your loved ones safe on platforms like Venmo and Zelle: ow.ly/Auym50PyHhN #personalfinance

We had a blast at the @CommonwealthFN National Conference in Denver! This year's theme centered on "Finding the Good," which included numerous philanthropic engagements throughout the week. #CommonwealthNational #AFM40

On Sunday, AFM had 10 runners participate in the annual DC Half Marathon Relay! A special shoutout to our fastest team of Nicolette Davicino & Josh Kaplan, CFP, who finished 14th overall! #DCHalf #racethedistrict

As payment tools expand online, so do increasingly clever scams, writes Josh Kaplan, CFP®, EA in our latest Capital Insights blog. Read up on some helpful tips to help keep you and your loved ones safe on platforms like Venmo and Zelle: ow.ly/Auym50PyHhN #personalfinance

Last week, we gathered at Morton's to celebrate Chaunté Stallworth's 5th anniversary at AFM! Congratulations on this major milestone, Chaunté! #AFM40 #personalfinance