Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Why You Must Plan for Out-of-Pocket Medical Expenses in Retirement
During the retirement planning process, many clients are surprised to learn that Medicare won’t cover all of their medical costs. Yes, we all pay for the program and expect to enroll at age 65, but [...]
Why You Should Update Your Beneficiaries Now
Sometimes, those planning for retirement focus so much on building their assets, that they forget to plan for those assets in the event that they pass away. But at any age, estate planning is a [...]
Will Social Security’s Full Retirement Age Be Raised?
As you may have gleaned from years of headlines on the topic, the Social Security program faces a number of problems in the future. One of those is the fact that by about 2035, the [...]
What is Retirement Shock and How Can You Avoid It?
If you feel exhausted by your daily commute or fed up with office politics, you’re probably counting down the day until retirement. Or you might truly enjoy your job, but wish you had more time [...]
Can You Answer These Retirement Questions?
Some people love working… And then there’s everyone else. If you’re feeling antsy to retire soon, stop and ask yourself these three questions to assess your knowledge and readiness. Retirement planning is composed of many [...]
You Still Have Time to Earn This Valuable Tax Deduction
Each year, we urge smart savers to contribute as much as possible to their retirement plans, so that they can earn a valuable deduction on their income tax returns. Essentially, your taxable income is lowered [...]
Affinity “Mark” et Minute – July 13, 2022
Investment Commentary – July 13, 2022 Year to Date Market Indices as of July 13, 2022 • Dow 30,966 (-15.09%) • S&P 3,823 (-20.86%) • NASDAQ 11,779 (-29.71%) • Gold $1,707 (-6.75%) • OIL $94.87 [...]
Affinity “Mark” et Minute – June 29, 2022
Investment Commentary – June 29, 2022 Year to Date Market Indices as of June 29, 2022 • Dow 31,010 (-14.47%) • S&P 3,813 (-19.83%) • NASDAQ 11,146 (-28.63%) • Gold $1,820 (-0.55%) • OIL $109.46 [...]
Affinity “Mark” et Minute – May 25, 2022
Investment Commentary – May 25, 2022 Year to Date Market Indices as of May 25, 2022 • Dow 31,880 (-12.23%) • S&P 3,922 (-17.47%) • NASDAQ 11,708 (-28.31%) • Gold $1,850 (1.10%) • OIL $111.13 [...]
Affinity “Mark” et Minute – May 10, 2022
Investment Commentary – May 10, 2022 Year to Date Market Indices as of May 10, 2022 • Dow 32,129 (-11.59%) • S&P 4,000 (-16.03%) • NASDAQ 11,744 (-12.24%) • Gold $1,839 (0.46%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 26, 2022
Investment Commentary – April 26, 2022 Year to Date Market Indices as of April 26, 2022 • Dow 33,358 (-7.96%) • S&P 4,194 (-11.67%) • NASDAQ 12,563 (-19.35%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 12, 2022
Investment Commentary – April 12, 2022 Year to Date Market Indices as of April 12, 2022 • Dow 34,220 (-5.32%) • S&P 4,397 (-7.06%) • NASDAQ 13,371 (-13.22%) • Barclay Bond Aggregate (-6.46%) • Fed [...]