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A Creative Financial Strategy That Can Help You Reach Your Goals
For Mark Roberts' Use: Ask ten people about their dreams for retirement, and you’re likely to receive ten different answers. However, one common theme might recur: Most of us would love to have our homes paid [...]
Early Withdrawals Can Cost You
For Mark Roberts' Use: You already know that because Social Security won’t provide enough income for most retirees to live comfortably, establishing your own retirement account is incredibly important. You took that step years ago, and [...]
A Word of Caution Regarding Required Minimum Distributions
For Mark Roberts' Use: Many workers hope to retire around age 65, and expect that they will begin required minimum distributions from a retirement account at that time. However, some hope to continue working and saving [...]
6 Surprising Facts About Social Security
For Mark Roberts' Use: For most of us, Social Security has been around as long as we have. It was created back in 1935, as a supplemental income source for retirees. And so, for all [...]
What Happens to Debt When You Pass Away?
For Mark Roberts' Use: While we all hope to manage our debt loads during our lifetimes, it’s normal to pass away still owing money to one or more creditors. It might only be last month’s [...]
Leaving Your Job: What About Your 401(k)?
These days, it’s rare for an individual to stay with the same company throughout the duration of their career. You will probably face the decision of moving on to greener pastures someday… But what about [...]
Affinity “Mark” et Minute – April 16, 2019
Investment Commentary – April 16, 2019 Exciting News from Amazon! Please read below. Affinity Asset Founder Becomes Amazon Best-Selling Author “Why Didn't I Hear About This Earlier?: Investors Often Don't Know What They're Missing,” conceptualized [...]
Affinity “Mark” et Minute – April 9, 2019
Investment Commentary – April 10, 2019 Year to Date Market Indices as of Market Close April 9, 2019 Dow 26,150 (12.10%) S&P 2,878 (14.81%) NASDAQ 7,909 (19.20%) Gold $1,306 (0.70%) OIL $64.28 (5.99%) Barclay Bond [...]
Affinity “Mark” et Minute – April 2, 2019
Investment Commentary – April 2, 2019 Year to Date Market Indices as of Market Close April 2, 2019 Dow 26,183 (12.23%) S&P 2,867 (14.38%) NASDAQ 7,850 (18.296%) Gold $1,295 (-0.16%) OIL $60.06 (27.71) Barclay Bond [...]
Affinity “Mark” et Minute – March 27, 2019
Investment Commentary – March 26, 2019 Year to Date Market Indices as of Market Close March 26, 2019 Dow 25,673 (9.99%) S&P 2,818 (12.43%) NASDAQ 7,691 (15.92%) Gold $1,332 (1.91%) OIL $60.06 (27.71) Barclay Bond [...]
Affinity “Mark” et Minute – March 19, 2019
Investment Commentary – March 19, 2019 Year to Date Market Indices as of Market Close March 19, 2019 Dow 25,887 (10.97%) S&P 2,832 (12.99%) NASDAQ 7,723 (16.41%) Gold $1,306 (1.18%) OIL $59.08 (27.05) Barclay Bond [...]
Affinity “Mark” et Minute – March 12, 2019
Investment Commentary – March 12, 2019 Year to Date Market Indices as of Market Close March 12, 2019 Dow 25,554 (9.55%) S&P 2,791 (11.36%) NASDAQ 7,591 (14.40%) Gold $1,301 (0.83%) OIL $57.09 (22.77) Barclay Bond [...]