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5 Most Affordable States for Retirees
One of the great things about retirement is the freedom you can experience in your life. Not only can you determine your own schedule, seven days per week, because you aren’t tied to a desk [...]
3 Signs That Your Credit Card Use is Out of Control
We all know that too much debt is a bad thing. And in particular, you don’t want to throw away thousands of dollars on interest or enter retirement burdened by debt. On the other hand, [...]
This Tax Law Change Will Impact Retirees
Your retirement account helped you accumulate savings for retirement, while enjoying valuable benefits during your working years. Now it will (hopefully) provide income throughout your retirement years. Every so often, the IRS issues changes to [...]
Is the Time Right for a Roth Conversion?
We often think of market downturns as bad things, but we can also reap some benefits from the situation. In particular, this might be the right time to pursue tax-saving opportunities such as a Roth [...]
Things to Know About Required Minimum Distributions
Much of retirement planning revolves around saving and investing for several decades. So you might imagine that when retirement arrives, all you need to do is start taking withdrawals from those retirement accounts. Not so [...]
10 Steps for Creating a Successful Budget
You know that living within your means is the ticket to preventing excess debt and keeping your financial planning goals on target. But for many of us, knowing this fact is one thing and living [...]
Affinity “Mark” et Minute – October 5, 2020
Hello and happy Monday to everyone. Well today, Affinity got back one of our own in the office, clear of Covid-19. Yeah. Symptoms were minimal. But regardless, healthy and back to work in the office. [...]
Affinity “Mark” et Minute – September 28, 2020
Happy Monday to everyone. Big Monday Night Football game tonight, Chiefs at the Raven’s stadium. Update on our Affinity employee with Coronavirus; this person experienced cold like symptoms and is now feeling much better. We [...]
Affinity “Mark” et Minute – September 21, 2020
Happy Monday to everyone. Well, enough time has passed and now Affinity has been exposed to Covid19. Sooner or later it was bound to happen. As careful as we are in the office and in [...]
Affinity “Mark” et Minute – September 16, 2020
Happy Monday/Tuesday to everyone. Today’s email, I want to share some insights to our industry. A look “behind the curtain look at Oz” in a financial advisory office. Some behind the scenes limitations. These topics [...]
Affinity “Mark” et Minute – September 9, 2020
I am out of the office this week for my first getaway of 2020. This email is coming from out of the office and not in its usual format. This is a short email. Last [...]
Affinity “Mark” et Minute – August 31, 2020
Happy Monday August 31 to everyone. It’s Presidential Election season, and without trying to support one political party over another, or to say anything offensive, let me try and explain some of the rationale behind [...]