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5 Ways to Establish Non-Taxable Retirement Income
Most retirees must plan to live on a more limited budget than they enjoyed during their working years. To some degree that can be very doable, especially if you carefully pay down debts and no [...]
New Limits for Retirement Plan Contributions in 2023
Each year, we urge you to stash as much money as possible in your qualified retirement plan. Making the maximum contribution to your account is not only the best way to continue preparing for a [...]
Will Social Security Receive a Raise in 2023?
To some degree, Social Security payments can help insulate retirement incomes against inflation. For example, the cost-of-living adjustment (COLA) this year was 5.9 percent, due to the considerable inflation we saw in 2021. But with [...]
Retirees Should Evaluate Medicare Coverage Annually
When you first reach age 65, you enroll in Medicare and make a number of choices about your coverage.For example, you will decide between Original Medicare and Medicare Advantage, whether to enroll in Medigap coverage, [...]
The Best Way to Prepare for the Cost of Healthcare in Retirement
You don’t need us to tell you that the cost of healthcare is out of control. All you have to do is turn on the news or take a look at your latest medical bill. [...]
6 People to Whom You Should Never Wire Money
You probably know that where opportunity exists, con artists will take advantage. Unfortunately, the rise of digital money movement services, like Venmo and Zelle, has offered plenty of opportunity to unscrupulous folks who wish to [...]
Mark This Deadline on Your Calendar
December 31 marks the last day of the year, and you might have planned something exciting for New Year’s Eve. But it’s also the last day to make contributions to charities, if you plan to [...]
Affinity “Mark” et Minute – November 16, 2022
Investment Commentary – November 16, 2022 Year to Date Market Indices as of November 16, 2022 • Dow 33,595 (7.56%) • S&P 3,976 (-16.25%) • NASDAQ 11,258 (-28.89%) • OIL $85.12 (12.84%) • Barclay Bond [...]
Affinity “Mark” et Minute – November 2, 2022
Investment Commentary –November 2nd, 2022 Year to Date Market Indices as of November 2nd, 2022 • Dow 32,565 (-10.54%) • S&P 3,833 (-19.75%) • NASDAQ 10,778 (-31.31%) • OIL $89.91 (19.17%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 26, 2022
Investment Commentary –October 26th, 2022 Year to Date Market Indices as of October 25th, 2022 • Dow 31,805 (-11.52%) • S&P 3,840 (-19.02%) • NASDAQ 11,513 (-29.39%) • OIL $86.20 (5.00%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 12, 2022
Investment Commentary – October 12, 2022 Year to Date Market Indices as of October 12, 2022 • Dow 29,322 (-19.46%) • S&P 3,589 (-24.75%) • NASDAQ 10,428 (-33.39%) • OIL $87.57 (15.31%) • Barclay Bond [...]
Affinity “Mark” et Minute – September 28, 2022
Investment Commentary – September 28, 2022 Year to Date Market Indices as of September 28, 2022 • Dow 29,187 (-19.82%) • S&P 3,649 (-23.48%) • NASDAQ 10,805 (-30.78%) • OIL $79.54 (5.31%) • Barclay Bond [...]