Financial Strategies Fourth Quarter 2019

Market Update Fourth Quarter 2019

Strong December caps off terrific year for markets. Read More 

My Next Chapter

Here is a peek into what lies ahead for Alex Armstrong.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act

On December 20, 2019, the SECURE ACT was signed into law. Let us help explain how it may impact you. Read More

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year? Read More

Sustainable Travel

You may live a sustainable lifestyle at home, but what about while on vacation? Here are five ways we can all try being green while traveling in 2020. Read More

Health Savings Account 101

What is a Health Savings Account? Who is eligible to have one? What are the contribution and withdrawal rules? Learn More

AFM News & Notes

  • AFM helped pack 3,680 gallons of milk for Capital Area Food Bank for people in need in the DC area
  • Alex received the Foundation for Financial Planning’s first Lifetime Achievement Award
  • AFM took a trip to the Newseum
  • Beate celebrated her 10th anniversary with AFM
  • Emilia passed the Series 7 exam
  • Read More