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 WEALTH MANAGEMENT is proud to be honored by Delaware Today and Philadelphia Magazine with the 2014 FIVE STAR Wealth Manager Award.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ascertaining the value of your business is important for a variety of reasons.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Understanding how a stock works is key to understanding your investments.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
Learning more about gold, and its history, may help you answer that question.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?