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5 Milestones That Impact Your Income Taxes
Life is full of major milestones, and some of them can significantly impact your income taxes. Whether you're tying the knot, buying a home, welcoming a child, going through a divorce, or retiring, these events [...]
Tax Season Tips: Last-Minute Moves to Maximize Your Refund
Tax season can be overwhelming, but taking a few strategic steps before filing can help you maximize your refund. Even if you’re short on time, these last-minute tax tips can make a significant difference in [...]
How to Use Life Insurance to Leave a Legacy for Your Children or Grandchildren
Life insurance isn’t just about covering final expenses—it can also be a powerful tool for leaving a lasting financial legacy for your children and grandchildren. Whether you want to provide financial security, support educational goals, [...]
6 Tips for Balancing College Savings and Retirement Planning
For many parents and grandparents, deciding how to allocate savings between a loved one's college education and their own retirement can be challenging. While both are important financial goals, it’s essential to strike the right [...]
5 Ways to Create a Tax-Smart Investment Plan
Taxes play a significant role in shaping your investment returns, making it essential to implement strategies that reduce your tax burden while fostering growth. A tax-efficient investment plan helps ensure that more of your hard-earned [...]
Smart Ways to Use a Raise: Prepare for a More Secure Future
Receiving a raise is an exciting moment—it’s a reward for your hard work and an opportunity to improve your financial well-being. While it might be tempting to splurge, using the extra income wisely can set [...]
Affinity “Mark” et Minute – October 12, 2022
Investment Commentary – October 12, 2022 Year to Date Market Indices as of October 12, 2022 • Dow 29,322 (-19.46%) • S&P 3,589 (-24.75%) • NASDAQ 10,428 (-33.39%) • OIL $87.57 (15.31%) • Barclay Bond [...]
Affinity “Mark” et Minute – September 28, 2022
Investment Commentary – September 28, 2022 Year to Date Market Indices as of September 28, 2022 • Dow 29,187 (-19.82%) • S&P 3,649 (-23.48%) • NASDAQ 10,805 (-30.78%) • OIL $79.54 (5.31%) • Barclay Bond [...]
Affinity “Mark” et Minute – September 21, 2022
Investment Commentary – September 21, 2022 Year to Date Market Indices as of September 21, 2022 • Dow 30,958 (-13.93%) • S&P 3,894 (-17.89%) • NASDAQ 11,977 (-26.54%) • OIL $88.92 (17.64%) • Barclay Bond [...]
Affinity “Mark” et Minute – September 14, 2022
Investment Commentary – September 14, 2022 Year to Date Market Indices as of September 14, 2022 Dow 31,184 (-14.16%) S&P 3,948 (-11.12%) NASDAQ 11,709 (-22.09%) OIL $88.92 (17.64%) Barclay Bond Aggregate (--11.55%) Wholesale prices [...]
Affinity “Mark” et Minute – August 17, 2022
Investment Commentary –August 17th, 2022 Year to Date Market Indices as of August 17th, 2022 • Dow 34,118 (-5.92%) • S&P 4,307 (-9.96%) • NASDAQ 13,658 (-17.22%) • OIL $86.38 (14.57%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – August 10, 2022
Investment Commentary – August 9, 2022 Year to Date Market Indices as of August 9, 2022 • Dow 32,771 (-9.77%) • S&P 4,121 (-13.44%) • NASDAQ 12,497 (-20.06%) • OIL $90.76 (20.29%) • Barclay Bond [...]