FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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