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Estate Planning: A Gift for Your Family’s Future
The holiday season is a time for gathering with loved ones, reflecting on the past year, and planning for the future. It’s also an ideal opportunity to discuss important topics like estate planning. While these [...]
Year-End Financial Planning for Business Owners
As the end of the year approaches, it’s crucial for business owners to review their financial plans and make strategic adjustments to maximize tax savings and retirement contributions. Taking time for year-end planning can help [...]
IRA vs. Roth IRA: Which Should You Contribute to Before Year-End?
As the year comes to a close, it’s the perfect time to evaluate your retirement contributions and make strategic financial decisions that could benefit your future. Contributing to an IRA or Roth IRA can provide [...]
Start Preparing Now: Why Early Planning is Key for a Stress-Free Tax Season
As the year winds down, many people wait until the last minute to begin thinking about tax season. However, early preparation is crucial to ensuring a smooth and stress-free process. Whether you’ve experienced a major [...]
The 15 Most Expensive States for Early Retirement
The decision to retire is a significant milestone, and for many, the age at which they leave the workforce varies based on numerous factors. Some individuals choose to work past the full retirement age to [...]
7 of the Biggest RMD Mistakes — and How to Avoid Them
Required Minimum Distributions (RMDs) are a critical aspect of retirement planning, but they can also be a source of confusion and costly mistakes. To help protect your retirement savings, it’s important to understand the most [...]
Affinity “Mark” et Minute – August 30, 2023
Investment Commentary – August 30, 2023 Year to Date Market Indices as of August 30, 2023 • Dow 34,920 (5.57%) • S&P 4,509 (17.70%) • NASDAQ 13,973 (33.51%) • OIL $79.75 (-0.94%) • Barclay Bond [...]
Affinity “Mark” et Minute – July 19, 2023
Investment Commentary – July 19, 2023 Year to Date Market Indices as of July 19, 2023 • Dow 35,114 (5.93%) • S&P 4,573 (19.1%) • NASDAQ 14,422 (37.81%) • OIL $76.14 (-5.40 %) • Barclay [...]
Affinity “Mark” et Minute – June 14, 2023
Investment Commentary – June 14, 2023 Year to Date Market Indices as of June 14, 2023 • Dow 34,126 (3.0%) • S&P 4,387 (14.26%) • NASDAQ 13,650 (30.03%) • OIL $69.28 (-13.86%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 18, 2023
Investment Commentary – May 16, 2023 Year to Date Market Indices as of March 16, 2023 • Dow 33,012 (-0.41%) • S&P 4,109 (7.04%) • NASDAQ 12,343 (17.93%) • OIL $70.53 (-12.40%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 10, 2023
Investment Commentary – May 10, 2023 Year to Date Market Indices as of May 10, 2023 • Dow 33,548 (1.82%) • S&P 4,132 (7.28%) • NASDAQ 12,254 (16.37%) • OIL $73.02 (-9.39%) • Barclay Bond [...]
Affinity “Mark” et Minute – April 12, 2023
Investment Commentary – April 11, 2023 Year to Date Market Indices as of April 11, 2023 • Dow 33,684(1.62%) • S&P 4,108 (7.02%) • NASDAQ 12,031 (14.96%) • OIL $81.46 (1.18%) • Barclay Bond Aggregate [...]