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10 Ways to Protect Yourself Against Tax Fraud
Imagine that you file your taxes, only to receive a notice stating that you’ve already filed and collected your refund. Your refund has been delivered to someone else’s bank account, who filed a return using [...]
Beware of This Ongoing Social Security Scam
It seems as though once authorities catch on to a common scam and begin warning the public about it, con artists quickly move on and develop a new one. That’s why we wanted to warn [...]
What is an Advance Medical Directive and Why Should You Have One?
We all hope that we will never suffer an accident or illness that leaves us incapacitated, but the reality is that this situation does sometimes happen. Like most people, you probably have some idea of [...]
Do My Social Security Benefits Get Taxed?
Once you’ve concluded your working years and are ready to retire, you must still deal with income taxes. Depending upon how you structured your retirement plans, some of your income might not be taxed. But [...]
What to Do if You’re Reconsidering Your Retirement Date
You saved faithfully for years, evaluated your prospective retirement income, and have set a date to finally retire… But now, in light of a rocky stock market and financial uncertainty looming, you might be reconsidering [...]
Estate Planning During an Emergency
During times of emergency or pressing health concerns, many will find themselves in a rush to consider estate planning decisions. We want to stress that ideally, you will have taken the time to carefully consider [...]
Affinity “Mark” et Minute – March 11, 2020
Investment Commentary – March 11, 2020 Year to Date Market Indices as of Market Close March 11, 2020 • Dow 24,346 (-15.02%) • S&P 2,802 (-13.32%) • NASDAQ 8,144 (-9.77%) • Gold $1,661 (9.31%) • [...]
Affinity “Mark” et Minute – March 3, 2020
Investment Commentary – March 3,2020 Year to Date Market Indices as of Market Close March 3, 2020 • Dow 25,971 (-9.18%) • S&P 3,003 (-7.04%) • NASDAQ 8,684 (-3.22 %) • Gold $1,641 (8.00%) • [...]
Affinity “Mark” et Minute – February 26, 2020
Investment Commentary – February 25, 2020 Year to Date Market Indices as of Market Close February 25, 2020 • Dow 27,081(-5.11%) • S&P 3,370 (-3.17%) • NASDAQ 8,965 (-0.08%) • Gold $1,639 (7.89%) • Oil [...]
Affinity “Mark” et Minute – February 18, 2020
Investment Commentary – February 18, 2020 Year to Date Market Indices as of Market Close February 18, 2020 • Dow 29,232(2.43%) • S&P 3,370 (4.32%) • NASDAQ 9,732 (8.47%) • Gold $1,604 (5.56%) • Oil [...]
Affinity “Mark” et Minute – February 11, 2020
Investment Commentary – February 11, 2020 Year to Date Market Indices as of Market Close February 11, 2020 • Dow 29,276(2.59%) • S&P 3,357 (3.93%) • NASDAQ 9,638 (7.43%) • Gold $1,571 (3.38%) • Oil [...]
Affinity “Mark” et Minute – February 5, 2020
Investment Commentary –February 6, 2020 Year to Date Market Indices as of Market Close February 5, 2020 • Dow 28,807 (0.94%) • S&P 3,297 (2.07%) • NASDAQ 9,467 (5.52%) • Gold $1,557 (2.49%) • Oil [...]