BLOG, ARTICLES, & RESOURCES

Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.

Understanding U.S. Tax History & Planning for Your Financial Future

Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more

Financial ,Tax &Blogs & Newsletters

April 01, 20242 min read

Understanding U.S. Tax History & Planning for Your Financial Future

Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families

Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more

Financial ,Tax Insurance Retirement &Blogs & Newsletters

March 18, 20244 min read

Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more

Tax ,Insurance Retirement &Blogs & Newsletters

February 27, 20242 min read

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

CONTACT US

Inception Financial Services

Office: 714.543.5900

Fax: 714.543.5955

17822 17th St. Ste 202

Tustin, CA 92780

info@inceptionfs.com

DISCLAIMER:

Investment advisory and financial planning services offered through Inception Financial Services, Inc., a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, consulting, and education services are offered through Inception Financial Services. Inception Financial Services is a separate and unaffiliated entity from Simplicity Wealth, LLC, a Registered Investment Advisor and Simplicity Solutions, LLC.

BLOG, ARTICLES, & RESOURCES

Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.

Taxes in Retirement

Understanding U.S. Tax History & Planning for Your Financial Future

Delve into the rich tapestry of U.S. tax history and discover its profound impact on your financial landscape. Learn how historical trends shape present-day tax policies and explore savvy investment s... ...more

Financial ,Tax &Blogs & Newsletters

April 01, 20242 min read

Understanding U.S. Tax History & Planning for Your Financial Future

Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families

Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more

Financial ,Tax Insurance Retirement &Blogs & Newsletters

March 18, 20244 min read

Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more

Tax ,Insurance Retirement &Blogs & Newsletters

February 27, 20242 min read

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Social Security

Should You Take Social Security Benefits at 62?

It’s not for everyone. But, if it’s possible for you, there’s a few great reasons to start collecting Social Security once you hit the age of 62. Check out the reasons below and see if it seems right ... ...more

Financial ,Social Security

February 21, 20182 min read

 Should You Take Social Security Benefits at 62?

Estate Planning

How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth

Ever wondered about the peril of unnecessary taxes in estate planning? How can unnecessary taxes silently chip away at your family's legacy? Delve into this article as we unveil the complexities, expl... ...more

Financial ,Tax Estate Planning &Blogs & Newsletters

January 23, 20244 min read

How Unnecessary Taxes Can Destroy Your Family's Estate Planning Legacy: A Strategic Guide to Safeguarding Wealth

Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement

The article navigates through key aspects of estate planning, such as wealth preservation, tax mitigation, long-term care considerations, and strategies against inflation and market volatility. It un... ...more

Estate Planning ,Blogs & Newsletters

December 11, 20233 min read

Navigating Tomorrow: A Financial Advisor's Insight on Estate Planning for Families in Retirement

Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity

This blog article provides a concise, expert guide to legacy planning for American families over 50, rooted in the author's experience as a financial advisor with conservative family values. It outlin... ...more

Estate Planning ,Blogs & Newsletters

December 11, 20233 min read

Mastering Legacy Planning: A Comprehensive Guide for Financial Security and Family Prosperity

Investment Strategies

Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families

Discover the secrets to safeguarding your family's wealth for generations through tax-efficient strategies. Learn how to prioritize long-term financial stability and secure your legacy with expert gui... ...more

Financial ,Tax Insurance Retirement &Blogs & Newsletters

March 18, 20244 min read

Unlocking Financial Legacy: A Guide to Tax-Efficient Planning for American Families

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Prepare for retirement's biggest expense: taxes! Learn how to navigate the "taxation tsunami" and secure your financial future. Free consultation & bonus guide included! ...more

Tax ,Insurance Retirement &Blogs & Newsletters

February 27, 20242 min read

The Inevitable Taxation Tsunami: How to Prepare Your Retirement

Uncovering Hidden Treasure: How to Identify Assets for Retirement Income You Never Knew Existed

Discover assets specifically tailored for retirement in "The Great Treasure Hunt." Uncover the potential goldmine within your home, navigate the world of reverse mortgages, and consolidate lost 401(k... ...more

Financial ,Insurance Retirement &Blogs & Newsletters

February 02, 20243 min read

Uncovering Hidden Treasure: How to Identify Assets for Retirement Income You Never Knew Existed

Business Owners

Grants, Loans, and Programs to Benefit Your Small Business

Over 99% of America's 28.7 million firms are small businesses, and 88% have fewer than 20 employees. After the year of COVID, many can't wait for a Government stimulus to bail them out and are instead... ...more

Financial ,Business

June 15, 20212 min read

Grants, Loans, and Programs to Benefit Your Small Business

How Life Insurance Can Help Business Owners

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.1 And while risks abound in entrepr... ...more

Financial ,Business &Insurance

November 08, 20172 min read

How Life Insurance Can Help Business Owners

Retiring While Owning a Business

Being a small business owner is a unique life experience that can provide many personal and professional rewards, such as being in control of your career. But, this also brings specific financial chal... ...more

Financial ,Business &Retirement

March 16, 20173 min read

Retiring While Owning a Business

CONTACT US

Inception Financial Services

Office: 714.543.5900

Fax: 714.543.5955

17822 17th St. Ste 202

Tustin, CA 92780

info@inceptionfs.com

Disclaimer:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)

suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and [DBA name] are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.