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What to Do if You’re Reconsidering Your Retirement Date
You saved faithfully for years, evaluated your prospective retirement income, and have set a date to finally retire… But now, in light of a rocky stock market and financial uncertainty looming, you might be reconsidering [...]
Estate Planning During an Emergency
During times of emergency or pressing health concerns, many will find themselves in a rush to consider estate planning decisions. We want to stress that ideally, you will have taken the time to carefully consider [...]
Reevaluating the Cost of Healthcare in Retirement
As you look toward your target retirement date, you will continue to evaluate your expected budget and then compare those figures to your estimated retirement income. Lately we’ve all confronted a new reality with the [...]
The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended
While the nation grapples with the coronavirus outbreak, lawmakers are convening to determine solutions that will help us all through this time. One decision will help taxpayers breathe a sigh of relief: The deadline for [...]
4 Smart Money Moves to Consider Right Now
With the coronavirus outbreak looming and trade with China volatile, you might be feeling a bit of tension right now. But like most storms, this one will pass as well. In the meantime, it is [...]
4 Potential Problems with Your 401(k)
When it comes to retirement planning, a 401(k) provides an excellent opportunity to prepare for the future while also enjoying certain tax perks now. However, like any investment product, a 401(k) should be used wisely [...]
Affinity “Mark” et Minute – November 16, 2020
Hello and Happy Monday to everyone. First, a Happy Thanksgiving to everyone. We will not be producing a Monday email next Monday, November 23, the week of Thanksgiving. Second, Affinity is buying back in your [...]
Affinity “Mark” et Minute – November 9, 2020
Hello and happy Monday to everyone. Is the election over? President Trump’s party says no, with multiple lawsuits coming out today on states he wants recounted. Unless there is evidence for his lawsuits, those should [...]
Affinity “Mark” et Minute – November 2, 2020
Hello and happy Monday to everyone. Good news and bad news. Bad news first; some of us will not like the results after tomorrow but the good news is that the election is finally tomorrow! [...]
Affinity “Mark” et Minute – October 26, 2020
Hello and happy Monday to everyone, This is a really good email here today. I was able to get out and vote last week in person. Lines were long but part of that was 6’ [...]
Affinity “Mark” et Minute – October 19, 2020
Hello and happy Monday to everyone, Voting is open now. Official election day is next Tuesday, November 3rd, which is only 2 weeks away. Certain voting centers are open in your county this week Monday-Saturday [...]
Affinity “Mark” et Minute – October 12, 2020
Hello and happy Monday to everyone, Have you heard of the term ‘priced in’? This is by no way an exact science but the term ‘priced in’ refers to the market is already adjusting for [...]
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