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Avoid Early Withdrawals From Your Retirement Plan
For Mark Roberts' Use: You probably understand how important your retirement savings are. After all, you can’t count upon Social Security to provide for all of your needs in retirement, so the burden of preparing [...]
Annuities Enjoy a Resurgence in Popularity
Retirement planning can be a complicated matter, partly because there are so many different options available to you. This is actually a good thing, because it means we can tailor a retirement income plan to [...]
Be Careful With Required Minimum Distributions
For Mark Roberts' Use: Once you retire, you will probably begin taking distributions from your retirement account immediately. For most people this happens around age 65 or so, but in some cases retirement doesn’t happen that [...]
6 Surprising Social Security Considerations
For Mark Roberts' Use: Social Security was created way back in 1935, as a way to provide retirees with supplemental income. For most Americans, Social Security is a significant piece of the retirement puzzle so [...]
An Unexpectedly Terrific Retirement Planning Opportunity
For Mark Roberts' Use: When you think about your health insurance policy, you probably don’t consider how it could help you retire more comfortably. Other than staying healthy and productive, what does health insurance have to [...]
3 Common, Yet Drastic, Early Retirement Decisions
For Mark Roberts' Use: You’ve been diligently working and saving for retirement for years now - perhaps decades - and you’re starting to feel antsy about it. Your retirement plans sound so great, that you wish [...]
Affinity “Mark” et Minute – August 29, 2017
Investment Commentary –August 29th, 2017 Market Indices as of Market Close August 29th, 2017 Dow 21,865 (10.64% YTD) S&P 2,446 (9.27% YTD) NASDAQ 6,301 (17.07% YTD) Global Dow 2,830 (11.96%) Gold $1,314 (12.77%) OIL $46.32 [...]
Affinity “Mark” et Minute – August 23, 2017
Investment Commentary –August 22nd, 2017 Market Indices as of Market Close August 22nd, 2017 Dow 21,899 (10.81% YTD) S&P 2,452 (9.60% YTD) NASDAQ 6,297 (16,99% YTD) Gold $1,290 (10.70%) OIL $47.65 (-16.39%) US 10Y Treasury [...]
Affinity “Mark” et Minute – August 16, 2017
Investment Commentary –August 16th, 2017 Market Indices as of Market Close August 16th, 2017 Dow 22,025 (11.32% YTD) S&P 2,464 (10.08% YTD) NASDAQ 6,333 (17.65% YTD) Gold $1,278 (9.61%) OIL $49.12 (-9.63%) US 10Y Treasury [...]
Affinity “Mark” et Minute – August 9, 2017
Investment Commentary –August 8th, 2017 Market Indices as of Market Close August 8th, 2017 Dow 22,085 (11.75% YTD) S&P 2,474 (10.46% YTD) NASDAQ 6,370 (18.34% YTD) Global Dow 2,875 (13.72%) Gold $1,265 (8.62%) OIL $49.12 [...]
Affinity “Mark” et Minute – August 2, 2017
Investment Commentary – August 1st, 2017 Market Indices as of Market Close August 1st, 2017 Dow 21,963 (11.13% YTD) S&P 2,4765 (10.55% YTD) NASDAQ 6,362 (18.20% YTD) Gold $1,275 (9.41%) OIL $49.24 (-13.60%) US 10Y [...]
Affinity “Mark” et Minute – July 27, 2017
Investment Commentary –July 26th, 2017 Market Indices as of Market Close July, 26th, 2017 Dow 21,630 (9.37% YTD) S&P 2,478 (10.64% YTD) NASDAQ 5,947 (19.12% YTD) Gold $1,253 (7.04%) OIL $48.38 (-18.37%) US 10Y Treasury [...]