Advantage Financial Group

The AFG family thanks all the men and women who answered the call to protect our country. We appreciate you and your service.

We hope everyone had a fun and safe Halloween! 😀

We will not forget the heroes and the countless individuals who lost their lives.

A big congratulations to the Carlsbad Village Association for winning the Emergency Preparedness Award, accepted by Christine Davis, the CVA Executive Director. Watch her stirring acceptance speech below:
https://www.youtube.com/watch?v=qaxy3CcnZrg

Emergency Preparedness Award Christine Davis, Executive Director, receives prestigious award at State of the Community 2021

On this Memorial Day, Advantage Financial Group pays tribute to those who lost their lives protecting us.

We hope that Mother's Day was special for all who celebrated!😀

The AFG team wishes you all a very happy, healthy, and prosperous 2021!

Merry Christmas to all celebrating this blessed day!

As the last night of Hanukkah comes to a close, we hope all who celebrate enjoyed the holiday!

Read about some of the Social Security changes you will see starting on January 1st. Let us know if you have any questions. We are here to help you sort through any confusion.

Biggest Social Security Changes That Start Jan. 1 A rundown of Social Security monthly benefit increases for retired and SSI beneficiaries, Medicare premiums and payroll taxes effective Jan. 1.

We are grateful for all of our loyal clients! Thank you, and may you find peace and joy during the holiday season!😀

Here is what you can expect for your Cost of Living Adjustment in 2021.

Social Security COLA Set at 1.3 Percent for 2021 The Social Security Administration announced an annual cost-of-living adjustment (COLA) of 1.3 percent for individuals starting in January 2021.

Here are some helpful tips from AARP to help you be more savvy at warehouse clubs.

5 Ways Warehouse Clubs Try to Trick Smart Shoppers A guide to help warehouse club shoppers resist five common strategies stores use to get you to spend more money and buy more products than you need.

Let's help keep our businesses open!

Why Keeping Our Businesses Safe Is More Important Than Ever | Carlsbad Village We dodged a bullet. Here it is, the third week in September, six months after the initial pandemic-related shutdown of the small businesses in Carlsbad Village, and we almost faced another rollback to a more strict tier than the one we are in. But, thankfully, no businesses were forced to cease indo...

The weekend is here and has us jumping for joy! How about you?

Learn more about how a regulation put into place by the the Securities and Exchange Commission protects investors. Our new blog post explains it all!😀

Regulation BI: It's in Your Best Interest - Advantage Financial Group, LLC In a recent blog post, I referred to Regulation Best Interest, also known as Reg BI. In this post, I’ll explain how it benefits you, the investor. Why was it needed, and how does it affect you? Until recently, investors were often victimized by unscrupulous advisors and slick sales pitches. Reg BI...

Caring for aging relatives is not always easy. One important task you can help with is organizing their financial records. AARP offers some excellent tips in this article.

Caregiver's Guide to Organizing Financial Records Organize financial statements and legal documents before an emergency strikes. First, get access to computer accounts and create backups of important paperwork. Store sensitive information in a fireproof lockbox, create a binder for other financial and legal records, and make a First Needs folder.

We strive to make our clients feel special every day, but especially on their birthdays! The little surprise they receive in the mail is always appreciated. 😀

Up, up and away to the weekend! Enjoy!

Reviewing your portfolio on a regular basis, and assessing its performance is an essential component of the investment process. We off in-person, Zoom, or phone conferences on days and times that are convenient for YOU!
www.advantagefinancialgroup.net

Our clients appreciate the high level of personal attention we consistently demonstrate. We listen carefully, and take the time to answer questions and address any concerns. Does your advisor do the same?

Our clients enjoy the benefit of the ability to access their accounts safely and conveniently from the online portal. They appreciate that they can do so on their own schedule, not somebody else's.
www.advantagefinancialgroup.net

Happy Sunday! If you missed our latest blog post, now is the time to catch up! Whether you are a new or seasoned investor, you will appreciate learning about the kinds of questions you should be asking your financial professional, and why. Knowledge = power!
https://advantagefinancialgroup.net/investing101/

INVESTING 101: KNOWLEDGE = POWER - Advantage Financial Group, LLC If someone recommends an investment product, be sure you understand exactly what you are buying before you do anything. Be sure to ask and get the facts.

Who wouldn't want to save money on electric bills? AARP has some good tips! Check out these great suggestions:

10 Ways to Spend Less on Summer Electric Bills You can’t do much to control hot summer temperatures, but you can take 10 easy steps that will keep your household electric bill as low as possible.

The weekend is almost here! Sometimes just simply taking the time out to relax in the backyard after a busy week can be so rejuvenating!😀 What are your plans?

Investing, especially for the first time can be quite puzzling. We are here to help you every step of the way! Check out our website to learn more about us:
www.advantagefinancialgroup.net

We have exciting news to share with you! Today we added a new page to our website to include space for blog posts. These will be added on a consistent basis, and contain informative, easy-to-read content. Check out the first one authored by our very own Tom Hurt! 😀
https://advantagefinancialgroup.net/investing101/

INVESTING 101: KNOWLEDGE = POWER - Advantage Financial Group, LLC If someone recommends an investment product, be sure you understand exactly what you are buying before you do anything. Be sure to ask and get the facts.

Are you thinking about retiring but need financial guidance? Would you like to set up a college fund for your grandchild? Do you have a 401(k) to rollover? We can help you with these tasks and more.
Check us out:
https://advantagefinancialgroup.net/how-we-can-help-you/