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Why You Should Update Your Beneficiaries Now
Sometimes, those planning for retirement focus so much on building their assets, that they forget to plan for those assets in the event that they pass away. But at any age, estate planning is a [...]
Will Social Security’s Full Retirement Age Be Raised?
As you may have gleaned from years of headlines on the topic, the Social Security program faces a number of problems in the future. One of those is the fact that by about 2035, the [...]
What is Retirement Shock and How Can You Avoid It?
If you feel exhausted by your daily commute or fed up with office politics, you’re probably counting down the day until retirement. Or you might truly enjoy your job, but wish you had more time [...]
Can You Answer These Retirement Questions?
Some people love working… And then there’s everyone else. If you’re feeling antsy to retire soon, stop and ask yourself these three questions to assess your knowledge and readiness. Retirement planning is composed of many [...]
You Still Have Time to Earn This Valuable Tax Deduction
Each year, we urge smart savers to contribute as much as possible to their retirement plans, so that they can earn a valuable deduction on their income tax returns. Essentially, your taxable income is lowered [...]
Retiring Soon? Consider These 5 Tax-Friendly States
The Covid-19 pandemic ushered in an era of migration for millions of Americans, who now worked from home and could seek out new locations that offered lower costs of living (including taxes). It’s a trend [...]
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 [...]
Affinity “Mark” et Minute – February 9, 2021
Investment Commentary – February 9, 2021 Year to Date Market Indices as of February 9, 2021 • Dow 31,375 (2.51%) • S&P 3,911 (4.13%) • NASDAQ 14,007 (8.69%) • Gold $1,838 (-3.31%) • OIL $58.33 [...]
Affinity “Mark” et Minute – February 3, 2021
Good morning and happy Chiefs week this week. Expectations are high for the Chiefs. I am excited but nervous. Again, we apologize for the delay in the January email, there were new industry regulations and [...]
Affinity “Mark” et Minute – January 19, 2021
Investment Commentary – January 19, 2021 Year to Date Market Indices as of January 19, 2021 • Dow 30,932 (1.16%) • S&P 3,797 (1.06%) • NASDAQ 13,152 (2.05%) • Gold $1,840 (2.74%) • OIL $52.94 [...]
Affinity “Mark” et Minute – January 12, 2021
Investment Commentary –January 12, 2021 Year to Date Market Indices as of January 12, 2021 • Dow 31,085 (1.54%) • S&P 3,801 (1.18%) • NASDAQ 13,066 (1.37%) • Gold $1,854 (2.74%) • OIL $53.14 (2.85%) [...]