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What to Do if You’re Reconsidering Your Retirement Date
You saved faithfully for years, evaluated your prospective retirement income, and have set a date to finally retire… But now, in light of a rocky stock market and financial uncertainty looming, you might be reconsidering [...]
Estate Planning During an Emergency
During times of emergency or pressing health concerns, many will find themselves in a rush to consider estate planning decisions. We want to stress that ideally, you will have taken the time to carefully consider [...]
Reevaluating the Cost of Healthcare in Retirement
As you look toward your target retirement date, you will continue to evaluate your expected budget and then compare those figures to your estimated retirement income. Lately we’ve all confronted a new reality with the [...]
The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended
While the nation grapples with the coronavirus outbreak, lawmakers are convening to determine solutions that will help us all through this time. One decision will help taxpayers breathe a sigh of relief: The deadline for [...]
4 Smart Money Moves to Consider Right Now
With the coronavirus outbreak looming and trade with China volatile, you might be feeling a bit of tension right now. But like most storms, this one will pass as well. In the meantime, it is [...]
4 Potential Problems with Your 401(k)
When it comes to retirement planning, a 401(k) provides an excellent opportunity to prepare for the future while also enjoying certain tax perks now. However, like any investment product, a 401(k) should be used wisely [...]
Affinity “Mark” et Minute – September 21, 2020
Happy Monday to everyone. Well, enough time has passed and now Affinity has been exposed to Covid19. Sooner or later it was bound to happen. As careful as we are in the office and in [...]
Affinity “Mark” et Minute – September 16, 2020
Happy Monday/Tuesday to everyone. Today’s email, I want to share some insights to our industry. A look “behind the curtain look at Oz” in a financial advisory office. Some behind the scenes limitations. These topics [...]
Affinity “Mark” et Minute – September 9, 2020
I am out of the office this week for my first getaway of 2020. This email is coming from out of the office and not in its usual format. This is a short email. Last [...]
Affinity “Mark” et Minute – August 31, 2020
Happy Monday August 31 to everyone. It’s Presidential Election season, and without trying to support one political party over another, or to say anything offensive, let me try and explain some of the rationale behind [...]
Affinity “Mark” et Minute – August 26, 2020
Happy Monday August 24, 2020. I don’t know about you, but I am ready for 2020 to be over. Or simply, I’m ready for the old norm to return. I don’t think the old normal [...]
Affinity “Mark” et Minute – August 17, 2020
Happy Monday August 17th to everyone. I will get the occasional question when doing reviews, how we choose the certain pieces for the “Highlights form Analysts and Economists” section. At Affinity, we gets lots of [...]
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