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

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Surprises

Making the most of surprises is a great reason to work with us.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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