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
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.