Carmen Grinkis
Posts by Carmen Grinkis
2019
|
12.17
What Happens If I Live a Long Life and Need Long Term Care?
People consider the financial and emotional cost of long-term care only after a close friend or family member is impacted by chronic illness. The good news is we are living longer lives. The bad news is statistics show many of us will require long-term care—despite our human nature to believe otherwise. AAFCPAs Wealth Management encourages […]
2019
|
08.15
Dow Plunges 800 Points, Fundamentals of US Economy Still Strong
As you may be aware, the Dow Jones Industrial Average plunged 800 points yesterday, August 14th, marking the worst single day point drop of 2019. The media attributed the plunge to a slowing global economy, a trade war with China, and an inverted yield curve. The 10-year treasury rate for a time on August 14th […]
2019
|
08.01
Don’t Let the New Tax Act Affect Your Giving Goals
The Wall Street Journal recently reported that charitable giving had its largest decline since the 2008-2009 financial crisis, citing circumstances such as 2018 tax-law changes and a late-year stock-market dip as the reasons for the decline. At AAFCPAs Wealth Management, we know that taxes are not the reason you give; however, they may affect how […]
2019
|
07.18
Personal Financial Health Check
Listen to Podcasts: As the flight attendants often say, “It’s critical that you put your oxygen mask on first, before helping others…” This is an important metaphor for all who lead the charge to realize impact on your missions—while maybe sacrificing the time it takes to achieve personal financial health! This fast-paced session led […]
2019
|
05.09
AAFCPAs Wealth Management Reflects on the Q1 2019 Market Turnaround, and Provides Guidance on Achieving an All-Weather Portfolio
In January, we wrote to you about 2018’s fourth quarter meltdown, and three months later the markets reversed course and shot higher. Two of the main issues that plagued the market in Q4 2018, tariffs and the Fed, have moved to the back burner. First, although there are mixed messages coming out of Washington and […]
2019
|
01.09
AAFCPAs Promotes Four to Partner to Support Firm Growth
Westborough, MA 1/8/2019 – AAFCPAs is excited to announce the promotion of four additional Partners to our growing team: Andrew Hammond, CFP®, Carmen Grinkis, PhD, CLTC, CFP®, Matthew McGinnis, CPA, and Davide Villani, CPA, CGMA are fully engrossed in the industries we serve, and work closely together to best serve our diverse client base with the distinction of excellence. Carmen […]
2018
|
10.15
AAFCPAs Wealth Management names new co-directors
AAFCPAs Wealth Management, a financial planner in Westborough, has named two new co-directors of the firm. Carmen Grinkis and Andrew Hammond are the new co-directors, taking over from founder Joel Aronson, the firm said.
2018
|
09.07
AAFCPAs Wealth Management Announces Transition of Leadership
AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the […]
2018
|
03.02
AAFCPAs Wealth Management Presents Session on the Evolution of Risk Management within Financial Planning
AAFCPAs Wealth Management’s Carmen Grinkis, PhD, CLTC, CFP® will present an insightful session on the evolution of risk management within financial planning for the benefit of peer wealth advisors at the Pinnacle 2018 Winter Summit, March 6-8, 2018 in St. Augustine, FL. In this session, Carmen will reflect on the meaningful evolution of her career […]
2017
|
11.08
AAFCPAs Wealth Management Shares Proactive Strategies for Investors in a Strong Market
AAFCPAs Wealth Management is constantly reviewing market conditions to be thoughtful, disciplined, and opportunistic to changes that occur over time. Market volatility is not something you can control, but how you position yourself now will have a lasting impact. The US financial market is strong. Rejoice! The bull market continues for the past eight years […]