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What to Do if You’re Reconsidering Your Retirement Date
For Mark Roberts' Use: 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, [...]
Estate Planning During an Emergency
For Mark Roberts' Use: 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 [...]
Reevaluating the Cost of Healthcare in Retirement
For Mark Roberts' Use: 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 [...]
The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended
For Mark Roberts' Use: 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 [...]
4 Smart Money Moves to Consider Right Now
For Mark Roberts' Use: 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 [...]
4 Potential Problems with Your 401(k)
For Mark Roberts' Use: 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) [...]
Affinity “Mark” et Minute – May 27, 2020
Investment Commentary – May 27, 2020 Year to Date Market Indices as of Market Close May 27, 2020 • Dow 25,139 (-11.94%) • S&P 2,984 (-7.61%) • NASDAQ 9,205 (2.60%) • Gold $1,695 (11.55%) • [...]
Affinity “Mark” et Minute – May 19, 2020
Hello again, May is here, flowers and trees are blooming, and the weather is warming up. May is my favorite month of the year. Every day gets longer and I love waking up to [...]
Affinity “Mark” et Minute – May 13, 2020
Performance DJIA: Mon 5/4 +0.11% Tues 5/5 +0.56% Wed 5/6 -0.91% Thurs 5/7 +0.89% Fri 5/8 +1.91% Last week +2.56% (4 weeks in a row, very little change) Since 2/19 market high -17.09% Bond model [...]
Affinity “Mark” et Minute – May 6, 2020
Hello again, Mark spends his weekends shoveling dirt and planting vines so it is Angela again (aka Mark’s surrogate keyboard Jedi) helping make sure he is minimizing usage of his wrist. An update with his [...]
Kansas City “Mark” et Minute – April 29, 2020
Good morning, Today’s email is coming to you from Angela Hudson here in the office as Mark may have fractured wrist and cannot type (ouch!). He is going in to get an X-ray a little [...]
Affinity “Mark” et Minute – April 21, 2020
Hello again! I hope all of you are healthy and staying safe. Our family is doing our part. Everything is shipped to our house including groceries and pharmacy. We only go to work or the [...]
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