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New RMD Rules Begin in 2023
You might recall that in 2019, Congress passed the SECURE Act. The new laws enacted a number of changes to how retirement accounts are utilized, with the age for required minimum distributions changed from 70 [...]
Take These Year-End Tax Planning Steps Now
No one wants to think about income taxes at this time of year, but those who plan thoroughly will reap the rewards in April. Take these steps now, and you’ll have an easier time (and [...]
Mark This Deadline on Your Calendar
December 31 marks the last day of the year, and you might have planned something exciting for New Year’s Eve. But it’s also the last day to make contributions to charities, if you plan to [...]
5 Ways to Establish Non-Taxable Retirement Income
Most retirees must plan to live on a more limited budget than they enjoyed during their working years. To some degree that can be very doable, especially if you carefully pay down debts and no [...]
New Limits for Retirement Plan Contributions in 2023
Each year, we urge you to stash as much money as possible in your qualified retirement plan. Making the maximum contribution to your account is not only the best way to continue preparing for a [...]
Will Social Security Receive a Raise in 2023?
To some degree, Social Security payments can help insulate retirement incomes against inflation. For example, the cost-of-living adjustment (COLA) this year was 5.9 percent, due to the considerable inflation we saw in 2021. But with [...]
Affinity “Mark” et Minute – January 5, 2021
Investment Commentary – January 5, 2021 Year to Date Market Indices as of January 5, 2021 • Dow 30,391 (-0.70%) • S&P 3,726 (-0.78%) • NASDAQ 12,818 (-0.54%) • Gold $1,953 (2.74%) • OIL $49.80 [...]
Affinity “Mark” et Minute – December 29, 2020
Investment Commentary –December 29, 2020 Year to Date Market Indices as of December 29, 2020 • Dow 30,403 (6.54%) • S&P 3,735 (15.62%) • NASDAQ 12,899 (43.76%) • Gold $1,884 (23.83%) • OIL $48.17 (-22.74%) [...]
Affinity “Mark” et Minute – December 22, 2020
Investment Commentary – December 22nd, 2020 Year to Date Market Indices as of December 22nd, 2020 • Dow 30,216 (5.88%) • S&P 3,694 (14.37%) • NASDAQ 12,742 (42.02%) • Gold $1,882 (23.83%) • OIL $47.57 [...]
Affinity “Mark” et Minute – December 15, 2020
Investment Commentary –December 15th, 2020 Year to Date Market Indices as of December 15th, 2020 • Dow 30,201 (5.82%) • S&P 3,694 (14.36%) • NASDAQ 12,595 (40.37%) • Gold $1,857 (22.22%) • OIL $47.57 (-22.27%) [...]
Affinity “Mark” et Minute – December 8, 2020
Investment Commentary –December 8th, 2020 Year to Date Market Indices as of December 8th, 2020 • Dow 30,173 (5.73%) • S&P 3,702 (14.59%) • NASDAQ 12,582 (40.24%) • Gold $1,863 (22.64%) • OIL $46.10 (-24.77%) [...]
Affinity “Mark” et Minute – November 30, 2020
Hello and happy Monday to everyone. I hope you had a great Thanksgiving even in these Covid crazy times. Myself, we did not have our usual amount of family over for Thanksgiving to minimize and [...]