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Common Credit Mistakes That Can Hurt Your Financial Future
Your credit score plays a critical role in your financial life. It affects your ability to qualify for loans, secure favorable interest rates, rent a home, and sometimes even land a job. Despite its importance, [...]
Running Out of Time on Your Taxes? Why Filing an Extension May Be the Smarter Move
As April 15 approaches, many taxpayers find themselves rushing to gather documents and finalize their federal income tax returns. While it can be tempting to push through and file at the last minute, rushing often [...]
How RMDs Can Impact Your Medicare Premiums and Taxes
As you enter retirement, Required Minimum Distributions, commonly known as RMDs, become an important part of your financial picture. While many retirees understand that RMDs are mandatory withdrawals from certain retirement accounts, fewer realize how [...]
Tax-Efficient Retirement Withdrawals: Which Accounts to Tap First and Why
Saving for retirement is only half the equation. How you withdraw those savings can have a major impact on how long your money lasts and how much you ultimately pay in taxes. A thoughtful, tax-efficient [...]
Coordinating Investment Strategy, Tax Planning, and Estate Planning for Long-Term Success
Financial planning works best when it’s not handled in pieces. Too often, investment decisions, tax strategies, and estate planning are treated as separate tasks, managed at different times or by different professionals without coordination. While [...]
New Year Retirement Check In: Are You Still on Track for Your Long-Term Goals?
The beginning of a new year is an ideal time to pause and evaluate your progress toward retirement. While retirement planning is often viewed as a long-term endeavor, small annual adjustments can make a meaningful [...]
Affinity “Mark” et Minute – July 9, 2025
Mark-Et Minute 7/9/2025 Year to Date Market Indices as of July 9th, 2025 • Dow 44,497 (4.15%) • S&P 6,285 (6.48%) • NASDAQ 20,624 (6.58%) • OIL $68.19 (-5.00%) • Barclay Bond Aggregate (1.35%) • [...]
Affinity “Mark” et Minute – May 6, 2025
Mark-Et Minute 5/6/2025 Year to Date Market Indices as of May 6th, 2025 • Dow 48,829 (-8.21%) • S&P 5,606 (-10.53%) • NASDAQ 17,689 (-16.01%) • OIL $59.08 (-24.60%) • Barclay Bond Aggregate (1.13%) • [...]
Affinity “Mark” et Minute – February 25, 2025
Mark-Et Minute 2/25/2025 Year to Date Market Indices as of February 25th, 2025 • Dow 43,584 (2.4%) • S&P 5,957 (1.29%) • NASDAQ 19,078 (-0.12%) • OIL $68.79 (-4.26%) • Barclay Bond Aggregate (1.9%) • [...]
Affinity “Mark” et Minute – August 20, 2024
Mark-Et Minute 8/20/2024 Year to Date Market Indices as of August 20th, 2024 • Dow 40,834 (8.32%) • S&P 5,597 (17.35%) • NASDAQ 17,816 (18.79%) • OIL $73.82 (3.49%) • Barclay Bond Aggregate (1.26%) • [...]
Affinity “Mark” et Minute – July 24, 2024
Mark-Et Minute 7/24/2024 Investment Commentary – July 24, 2024 Year to Date Market Indices as of June 24, 2024 Dow 40,412 (5.34%) S&P 5,546 (13.03%) NASDAQ 19,637 (12.93%) OIL $78.07 (9.46%) Barclay Bond Aggregate (-1.26%) [...]
Affinity “Mark” et Minute – June 12, 2024
Investment Commentary – June 12, 2024 Year to Date Market Indices as of June 12, 2024 • Dow 38,845 (3.08%) • S&P 5,434 (14.01%) • NASDAQ 17,655 (17.67%) • OIL $78.07 (9.46%) • Barclay Bond [...]