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Five 401(k) Rules You Need to Know
For Mark Roberts' Use: If your company offers a 401(k) plan, this valuable work benefit can help you save for retirement while also reducing your income tax liability. But like most financial planning tools, a [...]
Are You Facing This Difficult Financial Decision?
For Mark Roberts' Use: It can be difficult for many families to juggle their priorities, so you're not alone in feeling this way. For parents in particular, putting yourself and your own financial needs first can [...]
How One Simple Change Can Prepare You For Retirement
For Mark Roberts' Use: For generations, retiring free of debts has been a central part of the American Dream. In particular, most of us hope to pay off our homes before we retire, allowing us greater [...]
How Long Do You Need Your Money?
For Mark Roberts' Use: In the retirement planning world, we see that many people tend to focus on how much money they need to save for retirement. While that is certainly one way to look at [...]
Timing Your Retirement Fund Distributions
For Mark Roberts' Use: Until you retire, most of your life will be spent working hard and saving for retirement. You might focus on your savings goal so hard that you forget you will one day [...]
How Your Own Psychology Can Improve Your Finances
For Mark Roberts' Use: Our clients often want cut-and-dry answers. How much should I save for retirement? When should I retire? How can I find more room in my budget? These are all questions that clients [...]
Affinity “Mark” et Minute – June 2, 2016
Investment Commentary – June 1st, 2016 Market Indices as of Market Close June 1st, 2016 Dow 17,789 (2.09% YTD) S&P 2,099 (2.71% YTD) NASDAQ 4,952 (-1.10% YTD) Global Dow 2,336 (2,033 52 week low /2,606 [...]
Affinity “Mark” et Minute – May 26, 2016
Investment Commentary – May 25th, 2016 Market Indices as of Market Close May 25th, 2016 Dow 17,851 (2.45% YTD) S&P 2,090 (2.28% YTD) NASDAQ 4,894 (-2.25% YTD) Global Dow 2,334 (2,033 52 week low /2,616 [...]
Affinity “Mark” et Minute – May 19, 2016
Investment Commentary – May 18th, 2016 Market Indices as of Market Close May 18th, 2016 Dow 17,526 (0.58% YTD) S&P 2,047 (0.180% YTD) NASDAQ 4,739 (-5.36% YTD) Global Dow 2,291 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – May 12, 2016
Investment Commentary – May 11th, 2016 Market Indices as of Market Close May 11th, 2016 Dow 17,711 (1.64% YTD) S&P 2,064 (1.00% YTD) NASDAQ 4,760 (-4.93% YTD) Global Dow 2,322 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – May 5, 2016
Investment Commentary – May 4th, 2016 Market Indices as of Market Close May 4th, 2016 Dow 17,651 (1.30% YTD) S&P 2,051 (0.35% YTD) NASDAQ 4,725 (-5.63% YTD) Global Dow 2,321 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – April 28, 2016
Investment Commentary – April 27th, 2016 Market Indices as of Market Close April 27th, 2016 Dow 18,041 (3.54% YTD) S&P 2,095 (2.51% YTD) NASDAQ 4,863 (-2.88% YTD) Global Dow 2,397 (2,033 52 week low /2,644 [...]