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6 False Beliefs That Too Many People Have About Retirement
It’s easy to dream about the future, but it’s much more difficult to make a realistic plan to achieve those dreams. This is true of any stage in life. But when it comes to retirement, [...]
What’s the Most Common Retiree Debt?
We often remind our clients that entering retirement without debt is one of the smartest steps you can take. Not only is debt stressful and costly; you’ll enjoy your retirement income much more if you [...]
Why You Must Plan for Out-of-Pocket Medical Expenses in Retirement
During the retirement planning process, many clients are surprised to learn that Medicare won’t cover all of their medical costs. Yes, we all pay for the program and expect to enroll at age 65, but [...]
Why You Should Update Your Beneficiaries Now
Sometimes, those planning for retirement focus so much on building their assets, that they forget to plan for those assets in the event that they pass away. But at any age, estate planning is a [...]
Will Social Security’s Full Retirement Age Be Raised?
As you may have gleaned from years of headlines on the topic, the Social Security program faces a number of problems in the future. One of those is the fact that by about 2035, the [...]
What is Retirement Shock and How Can You Avoid It?
If you feel exhausted by your daily commute or fed up with office politics, you’re probably counting down the day until retirement. Or you might truly enjoy your job, but wish you had more time [...]
Affinity “Mark” et Minute – February 23, 2022
Investment Commentary – February 22nd, 2022 Year to Date Market Indices as of February 22nd, 2022 • Dow 33,639 (-7.55%) • S&P 4,305 (-9.73%) • NASDAQ 13,369 (-14.58%) • Barclay Bond Aggregate (-3.90%) • Fed [...]
Affinity “Mark” et Minute – February 2, 2022
Investment Commentary – February 2, 2022 Year to Date Market Indices as of February 2, 2022 • Dow 35,274 (-2.55%) • S&P 4,535 (-4.02%) • NASDAQ 14,994 (-6.94%) • Barclay Bond Aggregate (-2.21%) • Fed [...]
Affinity “Mark” et Minute – January 25, 2022
Investment Commentary – January 25, 2022 Year to Date Market Indices as of January 25, 2022 • Dow 34,446 (-4.94%) • S&P 4,394 (-7.72%) • NASDAQ 13,708 (-12.2%) • Barclay Bond Aggregate (-1.82%) • Fed [...]
Affinity “Mark” et Minute – January 11, 2022
Investment Commentary – January 11, 2022 Rolling One Year Market Indices as of January 11, 2022 • Dow 36,261 (16.87%) • S&P 4,710 (23.94%) • NASDAQ 15,151 (16.94%) • Barclay Bond Aggregate (-3.81%) • Fed [...]
Affinity “Mark” et Minute – December 28, 2021
Investment Commentary – December 28, 2021 Year to Date Market Indices as of December 28, 2021 • Dow 36,355 (18.61%) • S&P 4,795 (27.56%) • NASDAQ 15,873 (23.14%) • Barclay Bond Aggregate (-3.33%) • Fed [...]
Affinity “Mark” et Minute – December 15, 2021
Investment Commentary –December 12th, 2021 Year to Date Market Indices as of December 12th 2021 • Dow 35,545 (16.14%) • S&P 4,634 (23.38%) • NASDAQ 15,237 (18.13%) • Barclay Bond Aggregate (-2.89%) • Fed Funds [...]