Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
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 [...]
Can You Answer These Retirement Questions?
Some people love working… And then there’s everyone else. If you’re feeling antsy to retire soon, stop and ask yourself these three questions to assess your knowledge and readiness. Retirement planning is composed of many [...]
You Still Have Time to Earn This Valuable Tax Deduction
Each year, we urge smart savers to contribute as much as possible to their retirement plans, so that they can earn a valuable deduction on their income tax returns. Essentially, your taxable income is lowered [...]
Retiring Soon? Consider These 5 Tax-Friendly States
The Covid-19 pandemic ushered in an era of migration for millions of Americans, who now worked from home and could seek out new locations that offered lower costs of living (including taxes). It’s a trend [...]
New RMD Rules Begin in 2023
You might recall that in 2019, Congress passed the SECURE Act. The new laws enacted a number of changes to how retirement accounts are utilized, with the age for required minimum distributions changed from 70 [...]
Affinity “Mark” et Minute – March 23, 2023
Investment Commentary – March 23, 2023 Year to Date Market Indices as of March 23, 2023 • Dow 32,312 (-3.65%) • S&P 3,989 (2.29%) • NASDAQ 12,824 (14.92%) • OIL $70.53(-12.43%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – March 15, 2023
Investment Commentary – March 15, 2023 Year to Date Market Indices as of March 15, 2023 • Dow 31,721 (-4.63%) • S&P 3,867 (0.42%) • NASDAQ 11,310 (7.91%) • OIL $68.39 (-15.35%) • Barclay Bond [...]
Affinity “Mark” et Minute – February 15, 2023
Investment Commentary – February 15, 2023 Year to Date Market Indices as of February 15, 2023 • Dow 33,963 (2.35%) • S&P 4,123 (7.25%) • NASDAQ 11,943 (13.97%) • OIL $78.00 (-3.13%) • Barclay Bond [...]
Affinity “Mark” et Minute – January 31, 2023
Investment Commentary – January 31, 2023 Year to Date Market Indices as of January 31, 2023 • Dow 34,086 (2.8%) • S&P 3,855 (6.13%) • NASDAQ 10,915 (10.6%) • OIL $85.12 (-1.74%) • Barclay Bond [...]
Affinity “Mark” et Minute – December 28, 2022
Investment Commentary – December 28, 2022 Year to Date Market Indices as of December 28, 2022 Dow 33,416 (-8.16%) S&P 3,855 (-18.68%) NASDAQ 10,915 (-32.90%) OIL $85.12 (5.08%) Barclay Bond Aggregate (-14.15%) Gold (-0.93%) ProShares [...]
Affinity “Mark” et Minute – December 15, 2022
Investment Commentary –December 15th, 2022 Year to Date Market Indices as of December 15th, 2022 • Dow 33,277 (-8.16%) • S&P 3,911 (-17.87%) • NASDAQ 10,892 (-30.23%) • OIL $85.12 (12.84%) • Barclay Bond Aggregate [...]