Where do you want to go?
How do you want your future to unfold? You have dreams to fulfill and promises to keep. What you do with your money today determines how far it will take you tomorrow.
The first step is choosing the right financial advisor, someone you can rely on to lead you to what you value most. After all, you're not just entrusting your money, in a very real sense, you're entrusting your dreams and your peace of mind.
At Affinity Wealth Management, we understand the importance of this decision. For four decades, we've worked hard to earn the trust and confidence of our clients. And we've succeeded -- by maintaining high ethical standards and providing each and every client with uncompromising personal service.
Affinity is proud to support:
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The uncertainties we face in retirement can erode our sense of confidence.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
There’s a link between debt and stress.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are things about Social Security that might surprise you.
Understanding how a stock works is key to understanding your investments.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?