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Is the Time Right for a Roth Conversion?
We often think of market downturns as bad things, but we can also reap some benefits from the situation. In particular, this might be the right time to pursue tax-saving opportunities such as a Roth [...]
Things to Know About Required Minimum Distributions
Much of retirement planning revolves around saving and investing for several decades. So you might imagine that when retirement arrives, all you need to do is start taking withdrawals from those retirement accounts. Not so [...]
10 Steps for Creating a Successful Budget
You know that living within your means is the ticket to preventing excess debt and keeping your financial planning goals on target. But for many of us, knowing this fact is one thing and living [...]
6 Ways to Stretch Your Social Security Income
When we talk about retirement planning, we consistently stress the idea that no one should rely on Social Security to completely fund their retirement. And yet, 31 percent of working Americans have accumulated 0 dollars [...]
5 Moves to Make With Your Tax Refund
Receiving a nice, fat tax refund check can provoke quite a bit of temptation. You might consider rushing off on a dream vacation, or at least purchasing an upgraded home entertainment system. But if you [...]
6 Reasons to Pay Off Your Debts
You’re always hearing about the high cost of pay interest on debts, especially credit cards. And of course, no one enjoys wasting money! But there are even more reasons that paying off your debts can [...]
Affinity “Mark” et Minute – May 10, 2022
Investment Commentary – May 10, 2022 Year to Date Market Indices as of May 10, 2022 • Dow 32,129 (-11.59%) • S&P 4,000 (-16.03%) • NASDAQ 11,744 (-12.24%) • Gold $1,839 (0.46%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 26, 2022
Investment Commentary – April 26, 2022 Year to Date Market Indices as of April 26, 2022 • Dow 33,358 (-7.96%) • S&P 4,194 (-11.67%) • NASDAQ 12,563 (-19.35%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 12, 2022
Investment Commentary – April 12, 2022 Year to Date Market Indices as of April 12, 2022 • Dow 34,220 (-5.32%) • S&P 4,397 (-7.06%) • NASDAQ 13,371 (-13.22%) • Barclay Bond Aggregate (-6.46%) • Fed [...]
Affinity “Mark” et Minute – March 23, 2022
Investment Commentary – March 23, 2022 Year to Date Market Indices as of March 23, 2022 • Dow 34,709 (-4.47%) • S&P 4,305 (-5.73%) • NASDAQ 14,533 (-11.00%) • Barclay Bond Aggregate (-6.46%) • Fed [...]
Affinity “Mark” et Minute – March 16, 2022
Investment Commentary –March 16th, 2022 Year to Date Market Indices as of March 16th, 2022 • Dow 33,427 (-6.68%) • S&P 4,253 (-9.6%) • NASDAQ 13,449 (-16.42%) • Barclay Bond Aggregate (-5.71%) • Fed Funds [...]
Affinity “Mark” et Minute – March 2, 2022
Investment Commentary – March 2, 2022 Year to Date Market Indices as of March 2, 2022 • Dow 33,384 (-7.95%) • S&P 4,305 (-9.38%) • NASDAQ 13,369 (-14.12%) • Barclay Bond Aggregate (-2.89%) • Fed [...]