Financial Planning with Knowledge, Integrity & Trust
At AIM Financial Consulting Group, we believe in planning first. Dan Foster, AIF®, CFP®, the founder of AIM has over 33 years of experience serving the planning and investing needs of clients. Whether it is through financial planning or retirement planning, our commitment is to develop custom solutions based on our full understanding of each client's needs. We are not a typical financial services firm. Clients choose us because we are personally committed to helping them reach their goals and protect their wealth by providing solutions that quite simply, just make sense.
Saving for College 101
Here’s a crash course on saving for college.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A few strategies that may help you prepare for the cost of higher education.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding how capital gains are taxed may help you refine your investment strategies.
Four vacation destinations you might never have thought of.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In the world of finance, the effects of the "confidence gap" can be especially apparent.