Financial Strategies 2Q 2018

Market Update Second Quarter 2018

Despite recent volatility U.S. markets posted positive returns in the second quarter, although international markets weren't so lucky.

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Credit Freeze Files: New Laws and How to Use Them

Credit freezes help prevent thieves from opening new lines of credit in another person’s name, but most states allow credit bureaus to charge a fee for the service. That will change this autumn. A new federal law will make it possible to receive a free credit freeze, a step that could help thwart identity thieves. Read more

529 College Savings Plans: Who Should Be the Owner?

We often receive questions about whether a student, parent or other relative should own a 529 college savings plan in regards to the implications of ownership on financial aid. Our staff explores some of the first-time aspects of entering the college saving club. Read more

New Job, Old Savings: What to Do With Old Employer Retirement Plans

One of the more common questions that often arises when someone leaves their job is what should they do with their previous retirement plan. Read more

Taxes and Your Home: New Deductibility of Home-Related Expenses

Now that the dust has settled with the Tax Cuts and Jobs Act of 2017, we thought it would be a good idea to review what is still deductible and what is not as it relates to your home(s). Read more

Medicare ID Cards

Between April 2018 and April 2019, the Centers for Medicare and Medicaid Services (CMS) will send new cards to everyone enrolled in Medicare. The cards will be mailed in waves by geographic region. All you need to know in this article. Read More

AFM News & Notes:

  • Carl Holubowich, Ryan Fleming, and Betsy Fleming attended the Investment News Best Places to Work reception
  • AFM Team visited Renwick Museum's Burning Man Exhibit
  • Several team members participated in 25th Annual FPA of the National Capital Area Charity Golf Classic
  • Introducing our newest class of summer interns!
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