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The AFI Group, 3420 Bristol Street 6th floor, Costa Mesa, CA (2026)

09/03/2026

Your investment statement may be telling you only half the story.

An $800,000 portfolio sounds like $800,000 of retirement power.

But what happens after taxes, investment costs, and decades of lost purchasing power from inflation?

That’s the number that matters.

Because retirement isn’t funded by the return printed on your statement. It’s funded by what you can actually KEEP and SPEND.

Before you celebrate your portfolio’s return, ask a better question:

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗺𝘆 𝗿𝗲𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻 𝗮𝗳𝘁𝗲𝗿 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘁𝗮𝗸𝗲𝘀 𝗶𝘁𝘀 𝘀𝗵𝗮𝗿𝗲?

We break down a different way to think about your retirement numbers.

👇 𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

09/02/2026

𝗧𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲 𝗺𝗶𝘀𝘁𝗮𝗸𝗲 𝗶𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗺𝗮𝘆 𝗯𝗲 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝘁𝗼 𝗱𝗼 𝘁𝗵𝗲 𝗺𝗮𝘁𝗵.

It’s easy to look at a multi-million-dollar retirement goal and think, “There’s no way I’ll ever get there.”

But that number isn’t where your plan should start.

It should start with the 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗻𝘂𝗺𝗯𝗲𝗿 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝘁𝗼 𝗴𝗲𝘁 𝘆𝗼𝘂 𝘁𝗵𝗲𝗿𝗲 — 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗹𝗲𝘁 𝘁𝗵𝗮𝘁 𝗺𝗼𝗻𝗲𝘆 𝗴𝗿𝗼𝘄.

Because the difference between starting at 30 and starting at 40 isn’t just 10 years.

It can mean a dramatically different amount you need to save every single month.

Before you decide whether you’re ahead or behind, find out what YOUR retirement number actually requires.

👇 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝘁 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

09/01/2026

You can save money for later.

𝗬𝗼𝘂 𝗰𝗮𝗻’𝘁 𝘀𝗮𝘃𝗲 𝘆𝗼𝘂𝗿 𝗵𝗲𝗮𝗹𝘁𝗵𝗶𝗲𝘀𝘁 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘆𝗲𝗮𝗿𝘀.

Think about it: if you get roughly 500 healthy weeks in retirement, how many of them are you willing to spend saying:

“Maybe next year.”

Maybe next year we’ll take the trip.

Maybe next year we’ll visit the grandkids.

Maybe next year we’ll finally enjoy what we spent decades building.

A retirement plan shouldn’t just answer:

“𝗪𝗶𝗹𝗹 𝗺𝘆 𝗺𝗼𝗻𝗲𝘆 𝗹𝗮𝘀𝘁?”

It should also give you the confidence to ask:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗰𝗮𝗻 𝗜 𝗲𝗻𝗷𝗼𝘆 𝗻𝗼𝘄 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗷𝗲𝗼𝗽𝗮𝗿𝗱𝗶𝘇𝗶𝗻𝗴 𝗹𝗮𝘁𝗲𝗿?”

Because the years you’re protecting may also be the years you’re supposed to be living.

🔗 Learn more — 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/29/2026

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅 𝗯𝗶𝗹𝗹 𝗴𝗼𝗲𝘀 𝗨𝗣 𝗮𝗳𝘁𝗲𝗿 𝘆𝗼𝘂 𝗿𝗲𝘁𝗶𝗿𝗲?

Most people assume retirement means lower income and lower taxes.

But retirement introduces a new set of moving parts:

RMDs can force taxable income.
Social Security may become taxable.
Higher income can trigger Medicare IRMAA surcharges.

And one decision can affect the others.

That’s why the question before retirement shouldn’t just be:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗵𝗮𝘃𝗲 𝗜 𝘀𝗮𝘃𝗲𝗱?”

It should also be:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗼𝗳 𝗺𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝘄𝗶𝗹𝗹 𝗜 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗴𝗲𝘁 𝘁𝗼 𝗸𝗲𝗲𝗽?”

The decisions you make before retirement could dramatically change the answer.

🔗 See what your after-tax retirement picture could look like. 𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/28/2026

𝗬𝗼𝘂𝗿 𝗻𝗲𝘁 𝘄𝗼𝗿𝘁𝗵 𝗺𝗮𝘆 𝗺𝗮𝗸𝗲 𝘆𝗼𝘂𝗿 𝗻𝗮𝗺𝗲 𝗸𝗻𝗼𝘄𝗻. 𝗬𝗼𝘂𝗿 𝗹𝗲𝗴𝗮𝗰𝘆 𝗽𝗹𝗮𝗻 𝗱𝗲𝘁𝗲𝗿𝗺𝗶𝗻𝗲𝘀 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂𝗿 𝗻𝗮𝗺𝗲 𝗺𝗲𝗮𝗻𝘀 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆.

You can spend 40 years building wealth—and leave behind confusion in a matter of weeks.

Probate. Taxes. Unclear instructions. Family members trying to figure out what you would have wanted.

Building wealth is only half the responsibility.

The other half is making sure what you leave behind reflects your intentions, protects the people you built it for, and represents more than just a number on a statement.

𝗬𝗼𝘂𝗿 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝘀𝗵𝗼𝘄𝘀 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗮𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗲𝗱.
Y𝗼𝘂𝗿 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘀𝗵𝗼𝘄𝘀 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝘀𝘁𝗼𝗼𝗱 𝗳𝗼𝗿.

Learn more about building a financial legacy designed with intention.
🔗 𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/27/2026

𝗪𝗵𝗮𝘁 𝗶𝗳 “a𝘃𝗲𝗿𝗮𝗴𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀” 𝗮𝗿𝗲 𝗴𝗶𝘃𝗶𝗻𝗴 𝘆𝗼𝘂 𝗮 𝗳𝗮𝗹𝘀𝗲 𝘀𝗲𝗻𝘀𝗲 𝗼𝗳 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆?

Retirement doesn’t happen under average conditions.

Markets can fall at the wrong time. Inflation can quietly erode your purchasing power. Healthcare expenses can rise faster than expected.

And when you’re already taking income, 𝘄𝗵𝗲𝗻 𝘁𝗵𝗼𝘀𝗲 𝘁𝗵𝗶𝗻𝗴𝘀 𝗵𝗮𝗽𝗽𝗲𝗻 𝗰𝗮𝗻 𝗺𝗮𝘁𝘁𝗲𝗿 𝗷𝘂𝘀𝘁 𝗮𝘀 𝗺𝘂𝗰𝗵 𝗮𝘀 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝘆𝗼𝘂’𝘃𝗲 𝘀𝗮𝘃𝗲𝗱.

The better question isn’t simply:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗱𝗼 𝗜 𝗵𝗮𝘃𝗲?”

It’s:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗰𝗮𝗻 𝗜 𝗿𝗲𝗮𝗹𝗶𝘀𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘀𝗽𝗲𝗻𝗱 𝗲𝘃𝗲𝗿𝘆 𝘆𝗲𝗮𝗿—e𝘃𝗲𝗻 𝘄𝗵𝗲𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗴𝗼 𝗮𝗰𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝘁𝗼 𝗽𝗹𝗮𝗻?”

Your retirement shouldn’t depend on everything going right.

👇 See what a more resilient retirement income strategy could look like. 𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/26/2026

$𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗰𝗮𝗻 𝗹𝗼𝗼𝗸 𝗹𝗶𝗸𝗲 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝗺𝗼𝗻𝗲𝘆… 𝘂𝗻𝘁𝗶𝗹 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗶𝘁 𝗹𝗮𝘀𝘁 𝟯𝟬 𝘆𝗲𝗮𝗿𝘀.

That's the retirement question an account balance can't answer.

How much can you actually spend each year when inflation keeps increasing your expenses, healthcare gets more expensive, and the market doesn't cooperate?

For many people, the biggest retirement fear isn't actually running out of money.

It's spending the next 30 years afraid that they might.

A retirement plan should give you more than a savings goal. It should give you a realistic picture of the lifestyle your money can support — even when things don't go according to plan.

Don't retire with a number.
Retire knowing what that number can actually provide.

🔗 𝗦𝗲𝗲 𝘄𝗵𝗮𝘁'𝘀 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲 — 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/25/2026

America built one of the most sophisticated financial systems in history.

But here's the uncomfortable question:

𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗼𝗳 𝘁𝗵𝗮𝘁 𝘀𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗲𝘃𝗲𝗿 𝗺𝗮𝗱𝗲 𝗶𝘁 𝗶𝗻𝘁𝗼 𝗬𝗢𝗨𝗥 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻?

Institutions think about tax efficiency, structured income, protecting capital, and transferring wealth across generations.

Most Americans were taught something far simpler:

Work. Save. Invest. Retire.

And then somehow figure out how to make the money last another 25–30 years.

Maybe the problem isn't how much you've accumulated.

𝗠𝗮𝘆𝗯𝗲 𝗶𝘁'𝘀 𝗵𝗼𝘄 𝘁𝗵𝗮𝘁 𝗺𝗼𝗻𝗲𝘆 𝗶𝘀 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱.

You don't need to be an institution to think more like one.

👇 See how the Legacy Multiplier approaches retirement differently.
𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/22/2026

𝗬𝗼𝘂𝗿 𝟰𝟬𝟭(𝗸) 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝗺𝗮𝘆 𝗯𝗲 𝗴𝗶𝘃𝗶𝗻𝗴 𝘆𝗼𝘂 𝗮 𝗳𝗮𝗹𝘀𝗲 𝘀𝗲𝗻𝘀𝗲 𝗼𝗳 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆.

If your statement says $𝟴𝟬𝟬,𝟬𝟬𝟬, that doesn’t necessarily mean you have $800,000 available to fund your retirement lifestyle.

Why?

Because with a traditional 401(k), the IRS generally gets its share when you withdraw the money.

So maybe the number you should be obsessing over isn’t:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗵𝗮𝘃𝗲 𝗜 𝗮𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗲𝗱?”

It’s:

“H𝗼𝘄 𝗺𝘂𝗰𝗵 𝘄𝗶𝗹𝗹 𝗜 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗴𝗲𝘁 𝘁𝗼 𝗸𝗲𝗲𝗽?”

After decades of saving, you deserve to understand what your retirement savings could actually produce after taxes—and whether a more tax-efficient strategy could change that number.

👇 See how the Legacy Multiplier approaches the retirement income equation.
𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

08/21/2026

You might know exactly how much you’ve saved for retirement.

𝗕𝘂𝘁 𝗱𝗼 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗮𝗳𝗳𝗼𝗿𝗱 𝘁𝗼 𝘀𝗽𝗲𝗻𝗱?

Those are two very different numbers.

Your retirement may need to survive 30 years of inflation, taxes, rising healthcare costs, and markets occasionally deciding to ruin everyone’s Tuesday.

The question isn’t simply:

“D𝗼 𝗜 𝗵𝗮𝘃𝗲 𝗲𝗻𝗼𝘂𝗴𝗵?”

It’s:

“𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗶𝗻𝗰𝗼𝗺𝗲 𝗰𝗮𝗻 𝗺𝘆 𝗺𝗼𝗻𝗲𝘆 𝗿𝗲𝗮𝗹𝗶𝘀𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘀𝗮𝗰𝗿𝗶𝗳𝗶𝗰𝗶𝗻𝗴 𝗺𝘆 𝗳𝘂𝘁𝘂𝗿𝗲 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?”

That’s the number worth knowing before you retire.

👇 See what your retirement income could actually look like. 𝗟𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗺𝗺𝗲𝗻𝘁.

The AFI Group

09/03/2026

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09/01/2026

08/29/2026

08/28/2026

08/27/2026

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08/22/2026

08/21/2026

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