Resource Center 2017-11-09T08:27:14+00:00

Resource Center

Financial Calculators

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

Cashflow

 

College

 

Credit

 

Home & Mortgage

 

Taxation

 

Insurance

Paycheck & Benefits

Qualified Plans

Retirement

Saving

Investing

Auto

Business

Affinity “Mark” et Minute

Affinity “Mark” et Minute – February 20, 2018

Investment Commentary –February 20th, 2018 Year to Date Market Indices as of Market Close February 20th, 2018 Dow 24,964 (-0.99%) [...]

Affinity “Mark” et Minute – February 13, 2018

Investment Commentary –February 13th, 2018 Year to Date Market Indices as of Market Close February 13th, 2018 Dow 24,640 (-0.24%) [...]

Affinity “Mark” et Minute – February 7, 2018

Investment Commentary –February 6th, 2018 Year to Date Market Indices as of Market Close February 6th, 2018 Dow 24912 (0.78%) [...]

Affinity “Mark” et Minute – January 30, 2018

Investment Commentary –January 30th, 2018 Market Indices as of Market Close January 30th, 2018 Dow 26,076 (5.49%) S&P 2,822 (5.57%) [...]

Affinity “Mark” et Minute – January 23, 2018

Investment Commentary –January 23rd, 2018 Market Indices as of Market Close January 23rd, 2018Dow 26,210 (6.13%) S&P 2,839 (6.28%) NASDAQ [...]

Affinity “Mark” et Minute – January 16, 2018

Investment Commentary –January 16th, 2018 Market Indices as of Market Close January 16th, 2018 Dow 25,792 (4.34%) S&P 2,776 (3.85%) [...]

Resource Videos

 

A Message From Family & Friends

 

Performance vs. Your Risk

Questions to Ask Your Financial Advisor

Strategic Financial Planning

Required Minimum Distribution

How Does a Financial Advisor Get Paid

Managing Deductions in Retirement

 

What You Should Expect From Your Financial Advisor

 

How Long Will Your Retirement Last?

 

Choosing the Right Kind of Financial Advisor

 

Financial Plans Designed to Create Tax Savings

 

Understanding the RMD (Required Minimum Distribution)