American Financial Alliance, Inc.

American Financial Alliance, Inc. Dedicated to providing financial services to people of all stages of life. Cambridge and American Financial Alliance, Inc. are not affiliated.

Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Content provided via links to third-party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

退休收入投資管理策略之「底限與成長策略」底限與成長策略著重在保底的前提下求成長。它以退休人士的資產負債表和生活所需為基礎(而非投資組合)，來決定投資方案。畢竟退休後不應該靠股市的臉色來過日子，為短期獲利炒股，結果可能得不償失。
12/01/2023

退休收入投資管理策略之「底限與成長策略」
底限與成長策略著重在保底的前提下求成長。它以退休人士的資產負債表和生活所需為基礎(而非投資組合)，來決定投資方案。畢竟退休後不應該靠股市的臉色來過日子，為短期獲利炒股，結果可能得不償失。

The Floor and Upside Strategy, centered on first building a floor, and then creating upside. This strategy starts with the retirees’ balance sheet and expenses needed to maintain their lifestyle, not their investment portfolio.

PENSION MAXIMIZATION STRATEGY退休金最大化策略是一種運用永久壽險保單來延伸退休金現金流的分析法，什麼人適用呢？
12/01/2023

PENSION MAXIMIZATION STRATEGY
退休金最大化策略是一種運用永久壽險保單來延伸退休金現金流的分析法，什麼人適用呢？

Pension Maximization Strategy has been around for years. It Is a cash flow analysis that is used to determine whether a retiree’s pension dollars from a DB plan can be stretched further with the purchase of a permanent life insurance policy.

在2023會計年度結束之前的這短短幾個禮拜有什麼可以規劃的讓你少繳點稅?
12/01/2023

在2023會計年度結束之前的這短短幾個禮拜有什麼可以規劃的讓你少繳點稅?

What can you do in the next few weeks before the end of the 2023 fiscal year for tax planning?

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10/17/2023

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Blog Retirement Plan After Divorce 離婚後的退休理財規劃 Paisu Kang, CFP®, CEBS®, MBA | Sunday, October 1, 2023 超過一半以上的人後悔在離婚前沒有多做努力，但是如果婚姻已經走到盡頭，離婚一成了唯一的出路，一般中年離婚首當其衝的問題往...

Retirement Income Strategy狡兔有三窟:依年份區隔退休後開銷所需的投資方案
07/24/2023

Retirement Income Strategy
狡兔有三窟:依年份區隔退休後開銷所需的投資方案

When the 4% rule doesn’t work, what else can you do?

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
07/05/2023

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
06/28/2023

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

While studies show intermittent fasting can promote healthy aging or even reverse certain diseases, it’s not for everyon...
06/23/2023

While studies show intermittent fasting can promote healthy aging or even reverse certain diseases, it’s not for everyone.
Follow the doctor’s instructions and find a fasting plan that works for you for max benefits.

Intermittent Fasting May Be Center of Increasing Lifespan
https://news.harvard.edu/gazette/story/2017/11/intermittent-fasting-may-be-center-of-increasing-lifespan/

Intermittent Fasting: What is it, and how does it work?
https://www.hopkinsmedicine.org/health/wellness-and-prevention/intermittent-fasting-what-is-it-and-how-does-it-work

Intermittent fasting involves switching between fasting and eating on a regular schedule. This type of fasting could manage your weight or even some forms of disease through these safe practices.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
06/21/2023

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Self-employed? Learn more about your retirement plan options.
06/14/2023

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
06/07/2023

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

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233 Mount Airy Road
Basking Ridge, NJ
07920

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