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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 [...]
Reevaluating the Cost of Healthcare in Retirement
As you look toward your target retirement date, you will continue to evaluate your expected budget and then compare those figures to your estimated retirement income. Lately we’ve all confronted a new reality with the [...]
Affinity “Mark” et Minute – May 12, 2021
Investment Commentary – May 12, 2021 Year to Date Market Indices as of May 12, 2021 • Dow 33,851 (10.63%) • S&P 4,085 (8.90%) • NASDAQ 13,215 (1.53%) • Gold $1,823 (-4.08%) • OIL $66.06 [...]
Affinity “Mark” et Minute – April 28, 2021
Investment Commentary – April 28, 2021 Year to Date Market Indices as of April 28, 2021 • Dow 33,873 (11.34%) • S&P 4,189 (10.26%) • NASDAQ 14,086 (7.96%) • Gold $1,768 (-6.96%) • OIL $63.70 [...]
Affinity “Mark” et Minute – April 20, 2021
Investment Commentary – April 20, 2021 Year to Date Market Indices as of April 20, 2021 • Dow 32,627 (11.34%) • S&P 3,913 (10.26%) • NASDAQ 13,215 (7.96%) • Gold $1,768 (-6.96%) • OIL $63.70 [...]
Affinity “Mark” et Minute – April 14, 2021
Investment Commentary – April 14, 2021 Year to Date Market Indices as of April 14, 2021 • Dow 33,677 (10.03%) • S&P 4,141 (10.26%) • NASDAQ 13,996 (8.60%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 7, 2021
Investment Commentary –April 7th, 2021 Year to Date Market Indices as of April 7th 2021 • Dow 32,627 (9.23%) • S&P 3,913 (8.46%) • NASDAQ 13,215 (6.29%) • Gold $1,709 (-10.12%) • OIL $61.65 (27.26%) [...]
Affinity “Mark” et Minute – March 31, 2021
Investment Commentary – March 31, 2021 Year to Date Market Indices as of March 31, 2021 • Dow 33,171 (8.38%) • S&P 3,971 (5.72%) • NASDAQ 13,059 (1.33%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
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