Many banks gave promotional tokens like this when someone opened a Christmas club account. Photo Credit: Treasurenet.com If you haven’t heard of Christmas clubs, don’t…

How to exempt your IRA RMD from taxation A Qualified Charitable Distribution (QCD) allows Traditional IRA owners or beneficiaries to not only reduce taxes, but…

Just saying the words “one million” invokes thoughts of a massive amount. In terms of people, there are just 10 cities in the U.S. that…

Many people believe “Black Friday” got the name because it is when retail stores get out of the red and into the black. But the…

In a recent article we talked about the importance of teaching your children the value of delayed gratification in regards to money. Introducing a sound…

There’s a group of preschoolers sitting at a table with one marshmallow in front of each of them. A trusted authority figure like a parent…

Follow @AGFinancial// The growing issue of telephone fraud may not get as much recognition as Internet scams, but being aware of how telephone fraud originates…

Meet Jim*. Several years ago, he invested money for himself and his wife, Bonnie, in a bank CD, but Bonnie passed away before it matured.…

Someone once joked, “Retirement is when the living is easy and the payments are hard.” It’s true that many retirees struggle to make ends meet,…

If you’ll be attending General Council in Orlando, Florida, we invite you to swing by our booth. Enjoy lighthearted fun, check on your accounts, or…