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Why You Need a Financial Plan for Your 70s, 80s, and Beyond
Many people spend years preparing for retirement, but fewer take the time to plan for what comes after that initial transition. The truth is, your financial journey does not end when you retire! In fact, [...]
Investing Strategies When Interest Rates Start to Fall
The Federal Reserve's aggressive rate hikes between 2022 and 2024, aimed at curbing inflation, provided investors with the benefit of higher yields on savings accounts and bonds. As a result, many have amassed significant cash [...]
5 Milestones That Impact Your Income Taxes
Life is full of major milestones, and some of them can significantly impact your income taxes. Whether you're tying the knot, buying a home, welcoming a child, going through a divorce, or retiring, these events [...]
Tax Season Tips: Last-Minute Moves to Maximize Your Refund
Tax season can be overwhelming, but taking a few strategic steps before filing can help you maximize your refund. Even if you’re short on time, these last-minute tax tips can make a significant difference in [...]
How to Use Life Insurance to Leave a Legacy for Your Children or Grandchildren
Life insurance isn’t just about covering final expenses—it can also be a powerful tool for leaving a lasting financial legacy for your children and grandchildren. Whether you want to provide financial security, support educational goals, [...]
6 Tips for Balancing College Savings and Retirement Planning
For many parents and grandparents, deciding how to allocate savings between a loved one's college education and their own retirement can be challenging. While both are important financial goals, it’s essential to strike the right [...]
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 [...]