Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
When Should You Start Taking Social Security? The Answer May Surprise You
One of the most important financial decisions you will make during your retirement planning process is deciding when to start collecting Social Security benefits. Many people assume that taking benefits as early as possible is [...]
The Sandwich Generation Saves for Retirement While Supporting Others
Many adults today find themselves caught in a financial balancing act, supporting aging parents while still raising children or helping young adult children who are not yet financially independent. This group, often referred to as [...]
Understanding the Fed and Why Monetary Policy Matters to Your Finances
When people hear about the Federal Reserve raising or lowering interest rates, it can feel like distant financial news with little connection to everyday life. But the reality is that the Fed’s monetary policy decisions [...]
Rethinking Debt and Considering Strategic Borrowing
Debt often gets a bad reputation, and for good reason. Excessive borrowing and high-interest loans can become a heavy burden on your finances. But not all debt is created equal. When managed wisely, debt can [...]
The Psychology of Spending: Why We Buy Things We Don’t Need
Understanding your financial behavior is just as important as understanding your financial numbers. Many people create budgets, set savings goals, and commit to reducing debt, yet still find themselves spending impulsively or purchasing things they [...]
How to Create a Sustainable Withdrawal Strategy in Retirement
Retirement marks the beginning of a new chapter in life. After years of working, saving, and planning, it is finally time to enjoy the rewards. But one of the most important questions retirees face is [...]
Affinity “Mark” et Minute – February 20, 2024
Investment Commentary –February 20th, 2024 Year to Date Market Indices as of February 20th, 2024 • Dow 38,563 (2.32%) • S&P 4,975 (4.21%) • NASDAQ 15,630 (4.01%) • OIL $78.27 (9.73%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 25, 2023
Investment Commentary –October 25th, 2023 Year to Date Market Indices as of October 25th, 2023 • Dow 33,053 (2.31%) • S&P 4,188 (13.32%) • NASDAQ 12,820 (22.73%) • OIL $85.39 (6.06%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – September 20, 2023
Investment Commentary –September 20, 2023 Year to Date Market Indices as of September 20, 2023 • Dow 34,510 (4.13%) • S&P 4,443 (15.74%) • NASDAQ 13,678 (30.69%) • OIL $91.72 (13.85%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – August 30, 2023
Investment Commentary – August 30, 2023 Year to Date Market Indices as of August 30, 2023 • Dow 34,920 (5.57%) • S&P 4,509 (17.70%) • NASDAQ 13,973 (33.51%) • OIL $79.75 (-0.94%) • Barclay Bond [...]
Affinity “Mark” et Minute – July 19, 2023
Investment Commentary – July 19, 2023 Year to Date Market Indices as of July 19, 2023 • Dow 35,114 (5.93%) • S&P 4,573 (19.1%) • NASDAQ 14,422 (37.81%) • OIL $76.14 (-5.40 %) • Barclay [...]
Affinity “Mark” et Minute – June 14, 2023
Investment Commentary – June 14, 2023 Year to Date Market Indices as of June 14, 2023 • Dow 34,126 (3.0%) • S&P 4,387 (14.26%) • NASDAQ 13,650 (30.03%) • OIL $69.28 (-13.86%) • Barclay Bond [...]