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Avoiding the Headache of the Probate Process
For Mark Roberts' Use: Part of retirement planning also involves planning for your spouse's (or other heirs') needs in the event that something happens to you. If you pass away sooner than you had imagined, [...]
Traditional Versus Roth Retirement Accounts
For Mark Roberts' Use: When it comes to retirement planning, there are as many options as there are needs. The trick, then, is figuring out which ones match both your current and future financial objectives. [...]
Plan Carefully to Claim This Valuable Tax Deduction
For Mark Roberts' Use: December has arrived, and with it we receive holiday cheer, crowded shopping malls, sparkling decorations everywhere we look, and fake charity scams. Wait, what? Yes, you unfortunately read that correctly. While [...]
Working During Retirement Can Affect Your Social Security Benefits
For Mark Roberts' Use: While we all have an ideal retirement scenario in our imaginations, sometimes people do claim their Social Security benefits earlier than originally planned. Maybe you need to semi-retire a bit early, or [...]
Worried About Outliving Your Money?
For Mark Roberts' Use: How long have you been planning for retirement? What has been your main focus, so far? For most people the primary objective, with regard to retirement planning, involves saving money. You [...]
Avoid These Retirement Planning Obstacles
For Mark Roberts' Use: When planning for retirement, most people tend to focus on establishing a source of income, and hopefully making that income last for the rest of their lives. That’s an understandable focal point [...]
Affinity “Mark” et Minute – January 16, 2018
Investment Commentary –January 16th, 2018 Market Indices as of Market Close January 16th, 2018 Dow 25,792 (4.34%) S&P 2,776 (3.85%) NASDAQ 7,223 (4.64%) Global DOW 3,237 (4.92%) Gold $1,338 (2.58%) OIL $63.88 (6.32%) US 10Y [...]
Affinity “Mark” et Minute – January 9, 2018
Investment Commentary –January 9th, 2018 Market Indices as of Market Close January 9th, 2018 Dow 25,385 (2.70%) S&P 2,751 (2.92%) NASDAQ 7,163 (3.77%) Global DOW 3,183 (3.18%) Gold $1,314 (0.74%) OIL $62.94 (4.71%) US 10Y [...]
Affinity “Mark” et Minute – January 2, 2018
Investment Commentary –January 2nd, 2018 Market Indices as of Market Close January 2nd, 2018 (With 2017 Percentage totals) Dow 24,824 (28.11%) S&P 2,695 (21.83%) NASDAQ 7,006 (28.24%) Global DOW 3,113 (23.15%) Gold $1,319 12.05%) OIL [...]
Affinity “Mark” et Minute December 27, 2017
Investment Commentary –December 27th, 2017 Market Indices as of Market Close December 27th, 2017 Dow 24,761 (28.25% YTD) S&P 2,680 (22.11% YTD) NASDAQ 6,936 (28.85% YTD) Global DOW 3,081 (21.90% YTD) Gold $1,289 10.27%) OIL [...]
Affinity “Mark” et Minute – December 19, 2017
Investment Commentary –December 19th, 2017 Market Indices as of Market Close December 19th, 2017 Dow 24,754 (25.26% YTD) S&P 2,681 (19.77% YTD) NASDAQ 6,963 (29.36% YTD) Global DOW 3,067 (21.22% YTD) Gold $1,264 (6.63%) OIL [...]
Affinity “Mark” et Minute – December 12, 2017
Investment Commentary –December 12th, 2017 Market Indices as of Market Close December 12th, 2017 Dow 24,504 (24.00% YTD) S&P 2,664 (19.00% YTD) NASDAQ 6,862 (27.48% YTD) Global DOW 3,033 (19.91% YTD) Gold $1,246 (6.63%) OIL [...]