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5 Income Boosters to Consider Before Retirement
As you plan for retirement, you might wonder, “Will I be able to live on my expected retirement income?” It’s a common question, and you’re right to consider it. None of us know exactly how [...]
Address These Common Expenses to Revamp Your Budget
No matter how well you keep track of your spending, most people could benefit from taking a closer look at their budgets. Reducing spending can free up extra cash to pay down debts or beef [...]
A New Law Might Affect Your Estate Plan
For Mark Roberts' Use: Aiming to make retirement planning more accessible to many Americans, Congress passed the SECURE Act which was signed into law in December. The law lifts a few key restrictions that once [...]
The Top Three Things You Must Know About Social Security
For Mark Roberts' Use: Social Security will provide an important part of retirement plans for just about everyone, and yet a recent poll uncovered a shocking truth. Among those age 50 and older, a surprising [...]
How Does the SECURE Act Affect Your IRA Planning?
For Mark Roberts' Use: In response to concerns about the state of retirement planning in the US, President Trump signed the SECURE Act last month. The Setting Every Community Up for Retirement Enhancement Act aims [...]
What to Do if You Already Max Out Your Contributions
For Mark Roberts' Use: Retirement planning advice abounds on the internet (and in personal talks with family and friends). Obviously, we caution you to consult with us first, before making any big decisions, so that [...]
Affinity “Mark” et Minute – December 11, 2019
Investment Commentary – December 11, 2019 Year to Date Market Indices as of Market Close December 11, 2019 • Dow 27,854 (19.36%) • S&P 3,136 (25.14%) • NASDAQ 8,633 (30.12%) • Gold $1,477 (14.95%) • [...]
Affinity “Mark” et Minute – December 4, 2019
Investment Commentary – December 4, 2019 Year to Date Market Indices as of Market Close December 4, 2019 • Dow 27,701 (18.03%) • S&P 3,114 (23.55%) • NASDAQ 8,570 (28.60%) • Gold $1,479 (15.12%) • [...]
Affinity “Mark” et Minute – November 20, 2019
Investment Commentary – November 20, 2019 Year to Date Market Indices as of Market Close November 20, 2019 • Dow 27,934 (19.75%) • S&P 3,120 (24.74%) • NASDAQ 8,570 (29.17%) • Gold $1,472 (14.59%) • [...]
Affinity “Mark” et Minute – November 13, 2019
Investment Commentary – November 13, 2019 Year to Date Market Indices as of Market Close November 13, 2019 • Dow 27,691 (18.71%) • S&P 3,091 (23.34%) • NASDAQ 8,486 (27.89%) • Gold $1,464 (13.98%) • [...]
Affinity “Mark” et Minute – November 6, 2019
Investment Commentary – November 6, 2019 Year to Date Market Indices as of Market Close November 6, 2019 • Dow 27,492 (17.86%) • S&P 3,074 (22.65%) • NASDAQ 8,434 (27.12%) • Gold $1,491 (16.07%) • [...]
Affinity “Mark” et Minute – October 30, 2019
Investment Commentary – October 29, 2019 Year to Date Market Indices as of Market Close October 29, 2019 • Dow 27,071 (16.05%) • S&P 3,036 (21.14%) • NASDAQ 8,276 (24.74%) • Gold $1,489 (15.97%) • [...]