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Understanding Today's Financial Environment

Welcome, we're Afton Financial Group, a financial organization in Yardley, PA. We understand that individuals face unique challenges as they accumulate assets and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

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Helpful Content

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Markets React

When markets shift, experienced investors stick to their strategy.

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