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
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Saving for College 101
Here's a crash course on saving for college.