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Tax-Efficient Retirement Withdrawals: Which Accounts to Tap First and Why
Saving for retirement is only half the equation. How you withdraw those savings can have a major impact on how long your money lasts and how much you ultimately pay in taxes. A thoughtful, tax-efficient [...]
Coordinating Investment Strategy, Tax Planning, and Estate Planning for Long-Term Success
Financial planning works best when it’s not handled in pieces. Too often, investment decisions, tax strategies, and estate planning are treated as separate tasks, managed at different times or by different professionals without coordination. While [...]
New Year Retirement Check In: Are You Still on Track for Your Long-Term Goals?
The beginning of a new year is an ideal time to pause and evaluate your progress toward retirement. While retirement planning is often viewed as a long-term endeavor, small annual adjustments can make a meaningful [...]
Planning for the Year Ahead: Financial Strategies for Families and Professionals
As a new year approaches, many families and working professionals take time to evaluate their financial picture and consider what adjustments will set them up for long term stability. Thoughtful planning now can help reduce [...]
New 2026 Contribution Limits Set for 401(k) and IRA Plans
The Internal Revenue Service (IRS) has announced the upcoming contribution thresholds for retirement savings vehicles in 2026, offering a little more breathing room for workers and savers. Knowing the changes ahead can help you adjust [...]
6 Things You Need to Understand About the Roth IRA Five-Year Rule
Roth IRAs come with powerful long-term advantages, especially the promise of tax-free income in retirement. However, those benefits depend on following a few important rules, including a timing requirement known as the five-year rule. Since [...]
Affinity “Mark” et Minute – July 9, 2025
Mark-Et Minute 7/9/2025 Year to Date Market Indices as of July 9th, 2025 • Dow 44,497 (4.15%) • S&P 6,285 (6.48%) • NASDAQ 20,624 (6.58%) • OIL $68.19 (-5.00%) • Barclay Bond Aggregate (1.35%) • [...]
Affinity “Mark” et Minute – May 6, 2025
Mark-Et Minute 5/6/2025 Year to Date Market Indices as of May 6th, 2025 • Dow 48,829 (-8.21%) • S&P 5,606 (-10.53%) • NASDAQ 17,689 (-16.01%) • OIL $59.08 (-24.60%) • Barclay Bond Aggregate (1.13%) • [...]
Affinity “Mark” et Minute – February 25, 2025
Mark-Et Minute 2/25/2025 Year to Date Market Indices as of February 25th, 2025 • Dow 43,584 (2.4%) • S&P 5,957 (1.29%) • NASDAQ 19,078 (-0.12%) • OIL $68.79 (-4.26%) • Barclay Bond Aggregate (1.9%) • [...]
Affinity “Mark” et Minute – August 20, 2024
Mark-Et Minute 8/20/2024 Year to Date Market Indices as of August 20th, 2024 • Dow 40,834 (8.32%) • S&P 5,597 (17.35%) • NASDAQ 17,816 (18.79%) • OIL $73.82 (3.49%) • Barclay Bond Aggregate (1.26%) • [...]
Affinity “Mark” et Minute – July 24, 2024
Mark-Et Minute 7/24/2024 Investment Commentary – July 24, 2024 Year to Date Market Indices as of June 24, 2024 Dow 40,412 (5.34%) S&P 5,546 (13.03%) NASDAQ 19,637 (12.93%) OIL $78.07 (9.46%) Barclay Bond Aggregate (-1.26%) [...]
Affinity “Mark” et Minute – June 12, 2024
Investment Commentary – June 12, 2024 Year to Date Market Indices as of June 12, 2024 • Dow 38,845 (3.08%) • S&P 5,434 (14.01%) • NASDAQ 17,655 (17.67%) • OIL $78.07 (9.46%) • Barclay Bond [...]