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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.Contact Us
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A look inside the U.S. government's statistics on household net worth.
At what point can you call a personal vehicle commercial?
For homeowners who think their property taxes are too high, there are ways to appeal.
There are things about Social Security that might surprise you.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.