Understanding Today’s Financial Environment
Welcome, we’re American Financial Group, a financial organization in Winter Park, FL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
9 Facts About Social Security
There are things about Social Security that might surprise you.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.