FINANCIAL STRATEGIES NEWSLETTER | |
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Dear Sana,
In this quarter's newsletter we discuss things to keep in mind when changing jobs, the newest threat from AI voice scams, and financial tips for college student sand their parents. Also as part of our 40th anniversary celebration, Carl Holubowich and Chris Rivers both sat down for video interviews about their time at AFM, make sure to check them out below!
The AFM Team
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The resolution of the debt ceiling impasse helped lower uncertainty and supported a risk-on environment. This helped aid another solid quarter for stocks as the S&P 500 gained 8.74%.
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FINANCIAL CONSIDERATIONS WHEN CHANGING JOBS | |
Changing jobs is a significant life event that often comes with excitement, new opportunities and challenges. Learn how to make informed financial decisions during this transition.
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DON'T FALL VICTIM TO SCAMMERS USING A.I. TO SOUND LIKE SOMEONE YOU KNOW | |
It’s easy to fall victim to phishing attacks, especially ones we’ve never encountered before. We want to make you aware of a new type of phishing attack that comes in the form of a fake voice.
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FINANCIAL TIPS TO HELP PREPARE NEW COLLEGE STUDENTS | |
Every fall, there is a new batch of high school seniors stressing out as they realize that soon they will be on their own at college. Read our list of financial tips to help you and your child plan ahead and, hopefully, ease some that stress.
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40TH ANNIVERSARY INTERVIEWs WITH CARL HOLUBOWICH AND CHRIS RIVERS | |
As part of our firm's 40th anniversary celebration, we're showcasing the stories of our principals as part of a video Q&A series. Watch the first two installments of this series featuring interviews with Carl Holubowich and Chris Rivers.
Watch here
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Are you planning on making gifts to family or charitable donations from your investments by year-end? If so, please let us know as soon as possible, so that we can help you make these gifts in a timely fashion. The annual limit for non-charitable gifts is $17,000. | |
REMINDER: MEDICARE PART D OPEN ENROLLMENT 10/15 - 12/7
Medicare Part D plans routinely change their coverage and pricing each year, so it is important to take a fresh look now at your existing coverage, and the options available to you for next year. The best tool for shopping Medicare plans is the Medicare Plan Finder, on the official Medicare website.
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HAVE A CHILD IN COLLEGE? DON'T FORGET TO FILL OUT A FAFSA | |
For the 2024-2025 school year, the FAFSA can be filed as early as December 1, 2023. Whether you have a senior in high school or a returning college student, it's a good idea to file the FAFSA as early as possible to increase your child's chances of getting financial aid, The form is available online here. | |
- AFM celebrated Chaunté's 5th anniversary with the firm!
- AFM sent four teams to participate in the DC Half Marathon Relay!
- Nicolette and Josh earned their Enrolled Agent (EA) credentials
- Alexandra was featured in an article from U.S. World & News Report
- Carl was featured in an article from Kiplinger
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If you haven't done so already, please send us a copy of your 2022 Federal and state returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from client to client, but may include analyzing Roth conversions, calculating tax projections, and tracking tax data that can impact investment decisions. | |
Armstrong, Fleming & Moore, Inc.
Providing financial planning and investment advice since 1983
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Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed Insurance products and services and advisory services offered by Armstrong, Fleming & Moore, Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth.
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