Autumn Financial Advisors, LLC

05/30/2023

We have had a lot of clients making decisions about their pensions lately. Erik built a tool to analyze the decision in detail and wrote about our process for anyone interested.

Many retirees have to decide whether to take their work pension as an annuity or a lump sum. While the value of the lump sum and annuity are straightforward to understand, comparing the two requires you to make assumptions about how many uncertain variables such as inflation, asset class returns, an

09/28/2021

Are you or anyone you know self-employed and looking for the best retirement plan option to choose? The deadline to establish a plan ranges from October 1st through the tax filing deadline depending on which plan is best for you.

Whether you are self-employed and looking to set up a plan to save for your own retirement or a business owner looking to set up a plan for your employees, there are several options available to you. Which plan makes the most sense for you depends on your business, financial situation, and your curr

09/22/2021

Happy First Day of Autumn From Our Family to Yours!

Erik and I named our financial planning and investment management firm after the autumn season because it is a time we associate most with family. Some of each of our favorite childhood memories were gathering around bonfires or visiting apple orchards and carving pumpkins together. We are now helping our daughter to create the same memories that formed an important part of our childhoods.

As the leaves change color and drop from the trees, we are reminded of transitions in life. We started Autumn Financial Advisors, LLC to help families like yours to navigate the financial complexities during life's many transitions so that you can enjoy every special moment.

Whether you are looking for a financial plan to get organized, ongoing support making financial decisions, and/or someone to manage your investments, we are here to help you. Visit our website at autumnfa.com, call me at (248) 716-8307, or email me at [email protected]. Please let us know how we can help you with whatever season of life you are in!

- Brittany

08/09/2021

There are less than 5 months left in the year and now is a great time to think about tax planning opportunities for 2021. Is there anything you could be doing now that will minimize your tax liability? Here are some opportunities you may want to consider implementing before the end of the year so you can spend less money on taxes and more money on things you enjoy.

It is hard to believe that we are over halfway through the year! Many people wait until December to think about year-end tax planning and in many instances, that is too late. Others complete some seemingly innocent tax planning that should have waited until after year-end and creates a headache come

01/02/2021

Happy 2021 from Autumn Financial Advisors, LLC! 2020 was an exciting year for us as we welcomed our daughter into the world and watched her learn and grow. Sarah Lynn was born on April 8th at 7:01am weighing 9 lbs 12oz and was 21 inches long. She has been a precious blessing and we are overjoyed to be her parents.

We hope the new year brings you health and happiness! Please let us know if there is anything that we can do to help you meet your financial planning goals in 2021!

Wishing you the best,
Brittany & Erik

01/03/2020

The SECURE Act, or the Setting Every Community Up For Retirement Enhancement Act of 2019, became effective this week. There are many retirement plan provisions of the new law. Read my blog post for a brief summary of changes that may have a financial planning impact on you. Happy New Year!

On January 1st 2020, the SECURE Act, or the Setting Every Community Up For Retirement Enhancement Act of 2019, will become effective. There are many provisions of the new law. This blog post will cover a brief summary of provisions that are most likely to have a financial planning impact. 

11/05/2019

November 1st was the start of open enrollment for individuals enrolling in their own health insurance plan. December 15th is the last day to enroll in or change your plan for the 2020 year. You can use this guide to help you decide which plan is best for your family!

If you are choosing your own health insurance plan, open enrollment typically runs from November 1st to December 15th each year. If you have coverage through your employer, open enrollment can vary based on the company you work for. There are often several factors to consider when choosing a health

10/11/2019

Are you interested in learning more about how you earn Social Security retirement benefits? Read this blog post to better understand the basics.

This article explains how Social Security retirement benefits are earned and calculated and how to view your earnings history.

06/20/2019

Would you trust someone who says that a dress or suit looks amazing on you if they are getting a percentage of the purchase price as a commission only if you buy that particular dress or suit? Why trust a financial product is best for you if the person selling it is making a commission?

Work with a fee-only financial advisor to avoid conflicts of interest. Read this blog post for other tips for finding a financial advisor.

Finances are complex.  Trying to navigate the right actions to take can be difficult when there is contradictory advice everywhere you turn. Searching for the right financial advisor to help can be just as overwhelming.  You may have a general idea of what you should be looking fo

01/28/2019

Have you checked your tax withholding recently? Learn why it’s important to make sure you withhold the correct amount and how you can update your withholding either through your employer or by making quarterly estimated tax payments.

The IRS requires you to pay tax throughout the year as you earn income.  If you are an employee, your employer withholds income tax for you based on your instructions on Form W-4.  If you are self-employed, you may need to make quarterly estimated tax payments to avoid a penalty at

12/11/2018

Are you planning to give financially to a charity this year? For many people, the increased standard deduction in the new tax law will decrease or eliminate tax savings from making charitable contributions. Read to learn about strategies you can use to reduce your tax liability!

Whether by volunteering their time or by making charitable contributions to their favorite organizations, many people start to think about helping others around the holidays.  If you are looking to give financially, here are a few strategies you can implement to reduce your taxes.

11/21/2018

Happy Thanksgiving from Autumn Financial Advisors, LLC. Wishing you a blessed time with family and friends!