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
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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
Back to Home

Social Security

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
Back to Home

Estate Planning

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
Back to Home

Investment Strategies

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
Back to Home

Business Owners

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
Back to Home

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.