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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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 Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
