Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
A Good Way to Protect Your Spouse
For Mark Roberts' Use: As with other social issues during election season, the wage disparity between men and women has been a big topic in the news this year. Statistics say that women earn less money [...]
Changes are Expected for Social Security and Medicare in 2017
For Mark Roberts' Use: A few months ago, we blogged about the Social Security Cost of Living Adjustment (COLA) for 2017, which at the time was expected to be nonexistent. Experts were predicting that Social [...]
A Health Savings Account Can Help You Plan for Retirement
For Mark Roberts' Use: What kind of deductible does your health insurance carry? What would you do if you suffered a severe illness or expensive accident? If you're like nearly 90 percent of middle-income Americans, you [...]
What Would You Do, If You Could Retire Early?
For Mark Roberts' Use: After years of hard work and dreaming about your retirement, who could blame you for wishing it could start now? And if you're like a lot of people, you'd even be [...]
Do You Really Need That Life Insurance Policy?
For Mark Roberts' Use: Throughout your career and while you were raising a family, you understood that life insurance was essential to protecting your loved ones. But now, with your children grown, you might be [...]
Watch Out for This Early Retirement Hazard
For Mark Roberts' Use: You expect to retire around age 65, perhaps even later, but sometimes things don't work out as we had planned. In fact, 7 of 10 current retirees stopped working before they [...]
Affinity “Mark” et Minute – October 6, 2016
Investment Commentary –October 5th, 2016 Market Indices as of Market Close September 5th, 2016 Dow 18,228 (4.93% YTD) S&P 2,159 (5.66% YTD) NASDAQ 5,305 (6.16% YTD) Global DOW 2,471 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – September 28, 2016
Investment Commentary –September 27th, 2016 Market Indices as of Market Close September 27th, 2016 Dow 18,228 (4.61% YTD) S&P 2,159 (5.67% YTD) NASDAQ 5,305 (5.96% YTD) Global DOW 2,446 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – September 22, 2016
Investment Commentary –September 21st, 2016 Market Indices as of Market Close September 21st, 2016 Dow 18,293 (4.99% YTD) S&P 2,163 (5.83% YTD) NASDAQ 5,295 (5.75% YTD) Global DOW 2,451 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – September 15, 2016
Investment Commentary –September 14th, 2016 Market Indices as of Market Close September 14th, 2016 Dow 18,034 (3.50% YTD) S&P 2,125 (4.00% YTD) NASDAQ 5,173 (3.32% YTD) Global DOW 2,405 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – September 8, 2016
Investment Commentary –September 7th, 2016 Market Indices as of Market Close September 7th, 2016 Dow 18,526 (6.32% YTD) S&P 2,186 (6.96% YTD) NASDAQ 5,283 (5.52% YTD) Global DOW 2,489 (2,033 week low/high 2,493) 10-year Treasury [...]
Affinity “Mark” et Minute – September 1, 2016
Investment Commentary –August 31st, 2016 Market Indices as of Market Close August 31st, 2016 Dow 18,400 (5.60% YTD) S&P 2,170 (6.21% YTD) NASDAQ 5,213 (4.11% YTD) Global DOW 2,445 (2,033 week low/high 2,469) 10-year Treasury [...]