Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Social Security COLA Soon to be Announced
For Mark Roberts' Use: Any day now, we will receive the news of next year’s cost of living adjustment (COLA) for Social Security beneficiaries. These numbers are typically released mid-October, with the increase (if any) taking [...]
How to Avoid Social Security Scams
For Mark Roberts' Use: Imagine you receive a phone call, and the voice on the other end of the line informs you that they are a representative from Social Security. This person goes on to tell [...]
Four Steps to Take Before You Turn 60
For Mark Roberts' Use: We all know that the ideal way to prepare for retirement includes early planning and saving. Hopefully, you got started in your twenties or at least by your thirties. But in most [...]
Evaluate Social Security Before You Retire
For Mark Roberts' Use: For most of us, our retirement income will be generated from at least two sources. We frequently focus on the sources that you can establish for yourself, such as utilizing a [...]
An Important Retirement Question to Consider
For Mark Roberts' Use: We often hear about the wage gap between men and women, but what does it really mean? Statistically, women do earn less than men, but of course we know those figures [...]
Would You Change Your Life in Exchange for Early Retirement?
For Mark Roberts' Use: What’s your retirement lifestyle plan? Some would say they plan to travel the world, while others hope to relocate to a relaxed community. Still others plan to stay right where they are, [...]
Affinity “Mark” et Minute – August 15, 2018
Investment Commentary –August 15, 2018 Year to Date Market Indices as of Market Close August 15, 2018 Dow 25,299 (2.35%) S&P 2,839 (6.22%) NASDAQ 7,870 (14.01%) Gold $1,193 (-10.21%) OIL $66 (12.57%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – August 7, 2018
Investment Commentary – August 7, 2018 Year to Date Market Indices as of Market Close August 7th, 2018 Dow 25,628 (3.68%) S&P 2,858 (6.91%) NASDAQ 7,883 (14.20%) Gold $1,218 (-8.30%) OIL $69 (17.20%) Barclay Bond [...]
Affinity “Mark” et Minute – August 1, 2018
Investment Commentary –July 31, 2018 Year to Date Market Indices as of Market Close July 31,2018 Dow 25,415 (2.82%) S&P 2,816 (5.34%) NASDAQ 7,671 (13.58%) Gold $1,233 (-7.20%) OIL $68.29 (15.81%) Barclay Bond Aggregate (-1.69%) [...]
Affinity “Mark” et Minute – July 24, 2018
Investment Commentary –July 24, 2018 Year to Date Market Indices as of Market Close July 24th, 2018 Dow 25,241 (2.11%) S&P 2,820 (5.49%) NASDAQ 7,840 (13.58%) Gold $1,234 (-7.13%) OIL $68.48 16.15%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – July 18, 2018
Investment Commentary – July 18, 2018 Year to Date Market Indices as of Market Close July 18th, 2018 Dow 25,181 (2.82%) S&P 2,813 (6.18%) NASDAQ 7,850 (13.79%) Gold $1,227 (-6.98%) OIL $68.55 15.86%) Barclay Bond [...]
Affinity “Mark” et Minute – July 11, 2018
Investment Commentary –July 11th, 2018 Year to Date Market Indices as of Market Close July 11th, 2018 Dow 24,807 (0.36%) S&P 2,785 (4.18%) NASDAQ 7,746 (12.18%) Gold $1,251 (-5.18%) OIL $73.24 23.77%) Barclay Bond Aggregate [...]