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Three Crucial Tax Rules for Retirees
As retirees embark on a new chapter in their lives, understanding the intricacies of tax rules becomes paramount for effective financial planning. The last thing you want is a surprise at tax time in the [...]
Mapping Your Financial Future with New 2024 Retirement Plan Contribution Limits
As we enter 2024, the new year brings revised contribution limits for retirement plans. Understanding these limits and maxing out contributions is fundamental to ensuring a secure financial future. For 401(k), 403(b), 457 plans, and [...]
The Integral Role of Life Insurance in Estate Planning
Estate planning is a meticulous process aimed at securing one's legacy and ensuring a seamless transfer of assets to the next generation. Within this intricate tapestry, life insurance emerges as a powerful and versatile tool, [...]
Tax Code Changes for 2024: IRS Announces 2024 Adjustments
The Internal Revenue Service (IRS) is set to roll out a wave of adjustments for the upcoming 2024 tax year, presenting modifications to over 60 tax provisions as outlined in Revenue Procedure 2023-34. These changes [...]
Retirement Lifestyle Planning: Finding Purpose in Your Golden Years
Retirement isn't just about financial security; it's an opportunity to embrace a new chapter in your life. While sound financial planning is crucial, it's equally important to consider how you want to spend your time [...]
Emerging Trends in Retirement Planning: What You Need to Know for a Secure Future
Retirement planning has always been a critical aspect of financial stability, but the retirement landscape is evolving. As we enter a new era of longer life expectancies, economic uncertainties, and changing social dynamics, staying informed [...]
Affinity “Mark” et Minute – May 18, 2023
Investment Commentary – May 16, 2023 Year to Date Market Indices as of March 16, 2023 • Dow 33,012 (-0.41%) • S&P 4,109 (7.04%) • NASDAQ 12,343 (17.93%) • OIL $70.53 (-12.40%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 10, 2023
Investment Commentary – May 10, 2023 Year to Date Market Indices as of May 10, 2023 • Dow 33,548 (1.82%) • S&P 4,132 (7.28%) • NASDAQ 12,254 (16.37%) • OIL $73.02 (-9.39%) • Barclay Bond [...]
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 [...]