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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 [...]
2 Simple Retirement Planning Resolutions for the New Year
For Mark Roberts' Use: Some people view the new year as the perfect time to make changes to their habits. Others eschew resolutions, saying you can change your life any time you decide to do [...]
Will Medicare Be Enough?
For Mark Roberts' Use: Throughout most of our lives, housing is often the biggest expense we face. That often changes in retirement, with healthcare becoming the most expensive monthly item in our budget. A 65-year-old [...]
Some States Don’t Tax Social Security Benefits
For Mark Roberts' Use: After working and paying taxes throughout your career, along with paying into Social Security for all of that time, it might surprise you to learn that your Social Security benefits can [...]
When It Comes to Financial Advice, Don’t Believe Everything You Hear
For Mark Roberts' Use: Most of us will go to the doctor to have suspicious symptoms checked, or call a roofer when water is dripping from the ceiling. But for some reason, we tend to [...]
Affinity “Mark” et Minute – June 16, 2020
Hello again, Today’s email a bit shorter. Following last week’s email, when you read this information below and information on Jerome Powell’s remarks last week, I want to emphasize, that one bad Thursday, and now [...]
Affinity “Mark” et Minute – June 9, 2020
Hello again, Today, this email is about “Uncertainty”. We have a few really good articles and numbers below. As your professional money managers, we are assuming some of you (not all of you) are wondering [...]
Affinity “Mark” et Minute – June 3, 2020
Hello again, For those of you who follow me on Facebook, know I am not a fan of snakes. The month of May, I have seen more snakes in May 2020, than I have in [...]
Affinity “Mark” et Minute – May 27, 2020
Investment Commentary – May 27, 2020 Year to Date Market Indices as of Market Close May 27, 2020 • Dow 25,139 (-11.94%) • S&P 2,984 (-7.61%) • NASDAQ 9,205 (2.60%) • Gold $1,695 (11.55%) • [...]
Affinity “Mark” et Minute – May 19, 2020
Hello again, May is here, flowers and trees are blooming, and the weather is warming up. May is my favorite month of the year. Every day gets longer and I love waking up to [...]
Affinity “Mark” et Minute – May 13, 2020
Performance DJIA: Mon 5/4 +0.11% Tues 5/5 +0.56% Wed 5/6 -0.91% Thurs 5/7 +0.89% Fri 5/8 +1.91% Last week +2.56% (4 weeks in a row, very little change) Since 2/19 market high -17.09% Bond model [...]
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