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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 [...]
What the 2025 Social Security COLA Means for Your Retirement
The Social Security cost-of-living adjustment (COLA) for 2025 is projected to be 2.6%, a modest increase that reflects current inflation trends. While this adjustment aims to help beneficiaries keep pace with rising costs, it’s important [...]
Understanding Calm Financial Markets: What It Means for You
Calm financial markets often bring a sense of relief to investors, but they can also be a source of confusion and concern. When the markets are steady, it may seem like there’s less opportunity for [...]
The Financial Benefits of Marriage
Marriage is a significant milestone in life, bringing together two people in a legally recognized partnership. However, significant shifts in society have led to declining marriage rates over the past fifty years. From fear of [...]
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 [...]