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Early Retirement Can Be Possible for Some Smart Savers
For every retiree who says things are going according to plans, you can find another who says they retired earlier or later than expected. Often those early retirement situations involved job market conditions, disability, or [...]
Can Cryptocurrency Comprise Part of Your Retirement Plan?
Back in 2010, when Bitcoin first came onto the scene, who would have thought such an innovative but strange product would have achieved such success? Actually, a few people did predict exactly that! And with [...]
6 False Beliefs That Too Many People Have About Retirement
It’s easy to dream about the future, but it’s much more difficult to make a realistic plan to achieve those dreams. This is true of any stage in life. But when it comes to retirement, [...]
What’s the Most Common Retiree Debt?
We often remind our clients that entering retirement without debt is one of the smartest steps you can take. Not only is debt stressful and costly; you’ll enjoy your retirement income much more if you [...]
Why You Must Plan for Out-of-Pocket Medical Expenses in Retirement
During the retirement planning process, many clients are surprised to learn that Medicare won’t cover all of their medical costs. Yes, we all pay for the program and expect to enroll at age 65, but [...]
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 [...]
Affinity “Mark” et Minute – April 12, 2023
Investment Commentary – April 11, 2023 Year to Date Market Indices as of April 11, 2023 • Dow 33,684(1.62%) • S&P 4,108 (7.02%) • NASDAQ 12,031 (14.96%) • OIL $81.46 (1.18%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – March 23, 2023
Investment Commentary – March 23, 2023 Year to Date Market Indices as of March 23, 2023 • Dow 32,312 (-3.65%) • S&P 3,989 (2.29%) • NASDAQ 12,824 (14.92%) • OIL $70.53(-12.43%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – March 15, 2023
Investment Commentary – March 15, 2023 Year to Date Market Indices as of March 15, 2023 • Dow 31,721 (-4.63%) • S&P 3,867 (0.42%) • NASDAQ 11,310 (7.91%) • OIL $68.39 (-15.35%) • Barclay Bond [...]
Affinity “Mark” et Minute – February 15, 2023
Investment Commentary – February 15, 2023 Year to Date Market Indices as of February 15, 2023 • Dow 33,963 (2.35%) • S&P 4,123 (7.25%) • NASDAQ 11,943 (13.97%) • OIL $78.00 (-3.13%) • Barclay Bond [...]
Affinity “Mark” et Minute – January 31, 2023
Investment Commentary – January 31, 2023 Year to Date Market Indices as of January 31, 2023 • Dow 34,086 (2.8%) • S&P 3,855 (6.13%) • NASDAQ 10,915 (10.6%) • OIL $85.12 (-1.74%) • Barclay Bond [...]
Affinity “Mark” et Minute – December 28, 2022
Investment Commentary – December 28, 2022 Year to Date Market Indices as of December 28, 2022 Dow 33,416 (-8.16%) S&P 3,855 (-18.68%) NASDAQ 10,915 (-32.90%) OIL $85.12 (5.08%) Barclay Bond Aggregate (-14.15%) Gold (-0.93%) ProShares [...]