Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
4 Things About Social Security That You Need to Know
For Mark Roberts' Use: One day, Social Security benefits will comprise an important part of your retirement plan. But most of us tend to assume our benefits will be there when we planned, and forget [...]
4 Reasons to Consult a Financial Advisor
For Mark Roberts' Use: When you purchased your car, you probably researched gas mileage, safety ratings, and special features. You compared one vehicle to another, and chose the best value for your money. Then, you [...]
Four Ways to Protect Your Retirement Plan
For Mark Roberts' Use: During your working years, much of your focus probably revolved around meeting a retirement savings goal. Once you retire, though, your focus will shift to strategies that will help that money [...]
Four Steps to Take on Your Retirement Countdown
For Mark Roberts' Use: Ideally, we set retirement goals and then spend the next thirty or so years working to meet those goals. In reality, though, we often neglect to save for retirement early in [...]
What You Need to Know about Long Term Care Insurance
Given that the cost of long-term care can quickly deplete your life’s savings, you should seriously consider adding long-term care insurance to your financial plan. Plus, there’s about a 70% chance you’ll need some type [...]
One Thing to Do Before You Retire
For Mark Roberts' Use: As you plan and prepare for retirement, you’re probably thinking a lot about your future budget. After you retire, you will be living off of the retirement income you’ve established for yourself, [...]
Affinity “Mark” et Minute – March 23, 2017
Investment Commentary – March 21st, 2017 Market Indices as of Market Close March 21st, 2017 Dow 20,668 (4.58% YTD) S&P 2,344 (4.70% YTD) NASDAQ 5,793 (7.63% YTD) Gold $1,244 (7.82%) OIL $47.50 (3.78% YTD) US [...]
Affinity “Mark” et Minute – March 14, 2017
Investment Commentary – March 14th, 2017 Market Indices as of Market Close March 14th, 2017 Dow 20,837 (5.88% YTD) S&P 2,361 (5.76% YTD) NASDAQ 5,856 (8.37% YTD) Gold $1,198 (52 Week Low $1,127 High $1,387) [...]
Affinity “Mark” et Minute – March 7, 2017
Investment Commentary –March 7th, 2017 Market Indices as of Market Close March 7th, 2017 Dow 20,924 (5.88% YTD) S&P 2,366 (5.76% YTD) NASDAQ 5,833 (8.37% YTD) Gold $1,215 (52 Week Low $1,127 High $1,387) OIL [...]
Affinity “Mark” et Minute – February 28, 2017
Investment Commentary –February 28th, 2017 Market Indices as of Market Close February 28th, 2017 • Dow 20,812 (5.31% YTD) • S&P 2,363 (5.59% YTD) • NASDAQ 5,825 (8.22% YTD) • Gold $1,250 (52 Week Low [...]
Affinity “Mark” et Minute – February 23, 2017
Investment Commentary –February 21st, 2017 Market Indices as of Market Close February 21st, 2017 Dow 20,743 (3.75% YTD) S&P 2,365 (4.38% YTD) NASDAQ 5,865 (7.42% YTD) Gold $1,236 (52 Week Low $1,127 High $1,387) OIL [...]
Affinity “Mark” et Minute – February 16, 2017
Investment Commentary –February 14th, 2017 Market Indices as of Market Close February 14th, 2017 Dow 20,504 (3.75% YTD) S&P 2,337 (4.38% YTD) NASDAQ 5,782 (7.42% YTD) Gold $1,229 (52 Week Low $1,127 High $1,387) OIL [...]