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Aim Financial

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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths


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. 


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Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

 

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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How federal estate taxes work, plus estate management documents and tactics.

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Using smart management to get more of what you want and free up assets to invest.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Here is a quick history of the Federal Reserve and an overview of what it does.

Social Security: By the Numbers

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