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10 Ways to Protect Yourself Against Tax Fraud
Imagine that you file your taxes, only to receive a notice stating that you’ve already filed and collected your refund. Your refund has been delivered to someone else’s bank account, who filed a return using [...]
Beware of This Ongoing Social Security Scam
It seems as though once authorities catch on to a common scam and begin warning the public about it, con artists quickly move on and develop a new one. That’s why we wanted to warn [...]
What is an Advance Medical Directive and Why Should You Have One?
We all hope that we will never suffer an accident or illness that leaves us incapacitated, but the reality is that this situation does sometimes happen. Like most people, you probably have some idea of [...]
Do My Social Security Benefits Get Taxed?
Once you’ve concluded your working years and are ready to retire, you must still deal with income taxes. Depending upon how you structured your retirement plans, some of your income might not be taxed. But [...]
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 [...]
Affinity “Mark” et Minute – April 14, 2021
Investment Commentary – April 14, 2021 Year to Date Market Indices as of April 14, 2021 • Dow 33,677 (10.03%) • S&P 4,141 (10.26%) • NASDAQ 13,996 (8.60%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 7, 2021
Investment Commentary –April 7th, 2021 Year to Date Market Indices as of April 7th 2021 • Dow 32,627 (9.23%) • S&P 3,913 (8.46%) • NASDAQ 13,215 (6.29%) • Gold $1,709 (-10.12%) • OIL $61.65 (27.26%) [...]
Affinity “Mark” et Minute – March 31, 2021
Investment Commentary – March 31, 2021 Year to Date Market Indices as of March 31, 2021 • Dow 33,171 (8.38%) • S&P 3,971 (5.72%) • NASDAQ 13,059 (1.33%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – March 24, 2021
Investment Commentary – March 24, 2021 Year to Date Market Indices as of March 24, 2021 • Dow 32,627 (5.94%) • S&P 3,913 (4.11%) • NASDAQ 13,215 (2.63%) • Gold $1,731 (-9.02%) • OIL $59.27 [...]
Affinity “Mark” et Minute – March 16, 2021
Investment Commentary – March 16, 2021 Year to Date Market Indices as of March 16, 2021 • Dow 32,825 (7.25%) • S&P 3,962 (5.50%) • NASDAQ 13,471 (4.53%) • Gold $1,730 (-9.02%) • OIL $34.12 [...]
Affinity “Mark” et Minute – February 23, 2021
Investment Commentary – February 23, 2021 Year to Date Market Indices as of February 23, 2021 • Dow 31,537 (3.4%) • S&P 3,881 (3.34%) • NASDAQ 13,465 (4.48%) • Gold $1,804 (-5.08%) • OIL $61.90 [...]
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