Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Watch Out for Scams This Tax Season
For Mark Roberts' Use: Are you ready for tax season? Unfortunately, criminals are certainly ready, and they’ve been planning their tax season scams for months now. As you prepare to file your return, be on [...]
5 Common Financial Roadblocks
For Mark Roberts' Use: In the past few years, you might have seen encouraging reports on the state of the economy. Unemployment is low, and in general we’ve seen positive trends in the stock market. [...]
Clarifying the New Rules on Property Tax Deductions
For Mark Roberts' Use: If you’re like many people, you might be feeling a bit of anxiety over filing your federal income taxes this year. This is especially true for those who have heard what [...]
Did Your Medicare Costs Increase?
For Mark Roberts' Use: As retirement planners, we always remind our clients to anticipate potential rising costs throughout retirement. That way, you can adjust your budget and withdrawal schedule accordingly. The cost of healthcare is [...]
Six Steps to a Larger Social Security Check
For Mark Roberts' Use: You probably know that most retirees can’t depend upon Social Security benefits alone, and should plan for at least one other form of retirement income. Having said that, Social Security is [...]
Social Security Scams are On the Rise
For Mark Roberts' Use: Frequently, con artists target retirees. They know that dealing with large government agencies, like Medicare or Social Security, can be confusing. They also understand that retirees sometimes feel anxiety over living on [...]
Affinity “Mark” et Minute – February 12, 2019
Investment Commentary – February 12, 2019 Year to Date Market Indices as of Market Close February 12, 2019 Dow 25,425 (8.99%) S&P 2,744 (9.49%) NASDAQ 7,414 (11.75%) Gold $1,314 (1.79%) OIL $53.34 (15.55) Barclay Bond [...]
Affinity “Mark” et Minute – February 5, 2019
Investment Commentary – February 5, 2019 Year to Date Market Indices as of Market Close February 5, 2019 Dow 25,411 (8.93%) S&P 2,737 (9.21%) NASDAQ 7,402 (11.56%) Gold $1,284 (-0.02%) OIL $52.77 (-15.19) Barclay Bond [...]
Affinity “Mark” et Minute – January 29, 2019
Investment Commentary – January 29, 2019 Year to Date Market Indices as of Market Close January 29, 2019 Dow 24,579 (5.37%) S&P 2,640 (5.31%) NASDAQ 7,028 (5.92%) Gold $1,284 (-0.02%) OIL $52.77 (-15.19) Barclay Bond [...]
Affinity “Mark” et Minute – January 23, 2019
Investment Commentary – January 22nd, 2019 Year to Date Market Indices as of Market Close January 22nd, 2019 Dow 24,404 (4.26%) S&P 2,632 (5.03%) NASDAQ 7,020 (5.86%) Gold $1,284 (-0.02%) OIL $52.77 (-15.19) Barclay Bond [...]
Affinity “Mark” et Minute – January 15, 2019
Investment Commentary –January 15, 2019 Year to Date Market Indices as of Market Close January 15, 2019 Dow 24,045 (3.16%) S&P 2,610 (4.13%) NASDAQ 7,023 (5.86%) Gold $1,289 (-5.48%) OIL $52.10 (-13.10) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – January 8, 2018
Investment Commentary –January 8th, 2019 Year to Date Market Indices as of Market Close January 8th, 2019 Dow 23,787 (-4.22%) S&P 2,574 (-4.77%) NASDAQ 6,897 (-1.73%) Gold $1,286 (-6.36%) OIL $4,9376 (-6.69) Barclay Bond Aggregate [...]