Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
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 [...]
6 Ways to Stretch Your Social Security Income
When we talk about retirement planning, we consistently stress the idea that no one should rely on Social Security to completely fund their retirement. And yet, 31 percent of working Americans have accumulated 0 dollars [...]
5 Moves to Make With Your Tax Refund
Receiving a nice, fat tax refund check can provoke quite a bit of temptation. You might consider rushing off on a dream vacation, or at least purchasing an upgraded home entertainment system. But if you [...]
6 Reasons to Pay Off Your Debts
You’re always hearing about the high cost of pay interest on debts, especially credit cards. And of course, no one enjoys wasting money! But there are even more reasons that paying off your debts can [...]
How to Reduce Your Debt Before Retirement
Planning for retirement essentially requires you to approach your finances from both directions: How will you set up dependable retirement income, and how will you spend it so that you stay within a reasonable budget? [...]
Affinity “Mark” et Minute – March 23, 2022
Investment Commentary – March 23, 2022 Year to Date Market Indices as of March 23, 2022 • Dow 34,709 (-4.47%) • S&P 4,305 (-5.73%) • NASDAQ 14,533 (-11.00%) • Barclay Bond Aggregate (-6.46%) • Fed [...]
Affinity “Mark” et Minute – March 16, 2022
Investment Commentary –March 16th, 2022 Year to Date Market Indices as of March 16th, 2022 • Dow 33,427 (-6.68%) • S&P 4,253 (-9.6%) • NASDAQ 13,449 (-16.42%) • Barclay Bond Aggregate (-5.71%) • Fed Funds [...]
Affinity “Mark” et Minute – March 2, 2022
Investment Commentary – March 2, 2022 Year to Date Market Indices as of March 2, 2022 • Dow 33,384 (-7.95%) • S&P 4,305 (-9.38%) • NASDAQ 13,369 (-14.12%) • Barclay Bond Aggregate (-2.89%) • Fed [...]
Affinity “Mark” et Minute – February 23, 2022
Investment Commentary – February 22nd, 2022 Year to Date Market Indices as of February 22nd, 2022 • Dow 33,639 (-7.55%) • S&P 4,305 (-9.73%) • NASDAQ 13,369 (-14.58%) • Barclay Bond Aggregate (-3.90%) • Fed [...]
Affinity “Mark” et Minute – February 2, 2022
Investment Commentary – February 2, 2022 Year to Date Market Indices as of February 2, 2022 • Dow 35,274 (-2.55%) • S&P 4,535 (-4.02%) • NASDAQ 14,994 (-6.94%) • Barclay Bond Aggregate (-2.21%) • Fed [...]
Affinity “Mark” et Minute – January 25, 2022
Investment Commentary – January 25, 2022 Year to Date Market Indices as of January 25, 2022 • Dow 34,446 (-4.94%) • S&P 4,394 (-7.72%) • NASDAQ 13,708 (-12.2%) • Barclay Bond Aggregate (-1.82%) • Fed [...]