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Retiring Soon? Consider These 5 Tax-Friendly States
The Covid-19 pandemic ushered in an era of migration for millions of Americans, who now worked from home and could seek out new locations that offered lower costs of living (including taxes). It’s a trend [...]
New RMD Rules Begin in 2023
You might recall that in 2019, Congress passed the SECURE Act. The new laws enacted a number of changes to how retirement accounts are utilized, with the age for required minimum distributions changed from 70 [...]
Take These Year-End Tax Planning Steps Now
No one wants to think about income taxes at this time of year, but those who plan thoroughly will reap the rewards in April. Take these steps now, and you’ll have an easier time (and [...]
Mark This Deadline on Your Calendar
December 31 marks the last day of the year, and you might have planned something exciting for New Year’s Eve. But it’s also the last day to make contributions to charities, if you plan to [...]
5 Ways to Establish Non-Taxable Retirement Income
Most retirees must plan to live on a more limited budget than they enjoyed during their working years. To some degree that can be very doable, especially if you carefully pay down debts and no [...]
New Limits for Retirement Plan Contributions in 2023
Each year, we urge you to stash as much money as possible in your qualified retirement plan. Making the maximum contribution to your account is not only the best way to continue preparing for a [...]
Affinity “Mark” et Minute – March 23, 2022
Investment Commentary – March 23, 2022 Year to Date Market Indices as of March 23, 2022 • Dow 34,709 (-4.47%) • S&P 4,305 (-5.73%) • NASDAQ 14,533 (-11.00%) • Barclay Bond Aggregate (-6.46%) • Fed [...]
Affinity “Mark” et Minute – March 16, 2022
Investment Commentary –March 16th, 2022 Year to Date Market Indices as of March 16th, 2022 • Dow 33,427 (-6.68%) • S&P 4,253 (-9.6%) • NASDAQ 13,449 (-16.42%) • Barclay Bond Aggregate (-5.71%) • Fed Funds [...]
Affinity “Mark” et Minute – March 2, 2022
Investment Commentary – March 2, 2022 Year to Date Market Indices as of March 2, 2022 • Dow 33,384 (-7.95%) • S&P 4,305 (-9.38%) • NASDAQ 13,369 (-14.12%) • Barclay Bond Aggregate (-2.89%) • Fed [...]
Affinity “Mark” et Minute – February 23, 2022
Investment Commentary – February 22nd, 2022 Year to Date Market Indices as of February 22nd, 2022 • Dow 33,639 (-7.55%) • S&P 4,305 (-9.73%) • NASDAQ 13,369 (-14.58%) • Barclay Bond Aggregate (-3.90%) • Fed [...]
Affinity “Mark” et Minute – February 2, 2022
Investment Commentary – February 2, 2022 Year to Date Market Indices as of February 2, 2022 • Dow 35,274 (-2.55%) • S&P 4,535 (-4.02%) • NASDAQ 14,994 (-6.94%) • Barclay Bond Aggregate (-2.21%) • Fed [...]
Affinity “Mark” et Minute – January 25, 2022
Investment Commentary – January 25, 2022 Year to Date Market Indices as of January 25, 2022 • Dow 34,446 (-4.94%) • S&P 4,394 (-7.72%) • NASDAQ 13,708 (-12.2%) • Barclay Bond Aggregate (-1.82%) • Fed [...]