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    • A FEW WORDS ABOUT US

      We here at All Faith Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • Once you turn 65 you are eligible to enroll in the Medicare health insurance system. It is fantastic program that charges a relatively small premium for broad services. But it is a serious mistake to think that all you need to do is make it to 65 and you’re set. No. No. No. Medicare covers a lot, but not everything. Typically, you will need to pay for about 30 percent of your health care [...]

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      By Walter Updegrave People crave guaranteed income in retirement, but they cringe at the mention of the word “annuity.” That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. The appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having [...]

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      This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week(NPW), September 3 – 7, celebrated America’s employees and the payroll professionals who pay them. To top off the festivities, NPW’s Money Matters National [...]

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    • By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An IRA owner cannot combine IRAs they own with IRAs that they have inherited, unless the inherited IRA came from their current [...]

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      By Jeremy T. Rodriguez, JD IRA Analyst Legal training is less about memorization and more about understanding how to break down complex problems. With that mind, I often suggest that people understand the law and not try to memorize it. Why was it enacted and what is it trying to prevent, or encourage? Of course, there are exceptions to this general rule. In this arena, I’m talking about [...]

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      By Jeremy T. Rodriguez, JD IRA Analyst Question: Hi, I am an advisor and attended the Instant IRA Success workshop in 2017 and found it really useful in my practice. I have a client situation I am trying to clarify and am sure you can help. The client ( husband )passed away on December 27, 2017 at age 82 and was taking RMDs from his IRA. His spouse was the sole IRA beneficiary and is age 75 [...]

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