Your Custom Financial Plan
Wealth expands opportunities. It also expands your need for advisors who keep the full extent of your financial life in order while valuing your trust and confidence above all else.
AAF Wealth Management was built to meet this need. Our comprehensive financial planning, investment expertise, and commitment to the highest ethical standards make us the rare partner that can truly help you enjoy your financial freedom.
We believe that the future you envision cannot be achieved through investments alone. It is instead made real through the interplay of all the elements that comprise your financial life.
Jan & Jef: Unique from the very beginning…
Jan and Jef D’Entremont are current clients. They came to AAF Wealth Management in search of a holistic approach to their financial planning, one that would look at all aspects of their assets and income to help construct to a path for early retirement. AAF Wealth Management provides personal financial planning, investment management, estate planning, and tax planning & compliance services.
Helpful Content
Embracing the Do-Over—A Journey in Wealth, Wellness, and Second Chances
There’s a phrase I’ve come to love: “the great redo”. It’s the idea that life, much like financial planning, sometimes gives us a second chance to get things right—or at least to do them better. I recently lived this lesson firsthand, and I want to share how it shaped my approach to both personal growth […]
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OBBB Creates New Deduction for Qualified Tips Through 2028
The One Big Beautiful Bill (OBBB) Act introduces a new federal tax provision that may affect businesses with tipped employees. Beginning in 2025, up to $25,000 in qualified tips per year may be excluded from federal taxable income through 2028. The deduction applies to occupations where tipping has long been customary and regular, including roles […]
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One Big Beautiful Bill Adds $6,000 Deduction for Social Security Beneficiaries
Starting in 2025, adults age 65 and older can claim an additional deduction of $6,000 on their federal income tax return under the One Big Beautiful Bill (OBBB) Act. Married couples where both spouses qualify may claim up to $12,000. This provision is available through 2028. The deduction begins to phase out for individuals with […]
The post One Big Beautiful Bill Adds $6,000 Deduction for Social Security Beneficiaries appeared first on AAFCPAs.