1702 Lovering Avenue
Wilmington, DE 19806

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Affinity Wealth Management

(302) 652-6767

 
2015 Portfolio Changes Don Kalil On Why Choose Affinity Forty Years of Investor Success - Affinity Affinity Supports Kind To Kids Foundation

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.

 


Affinity is proud to announce a sponsorship with the Kind to Kids Foundation

After an exhaustive search, we are excited to inform you that we have chosen to be the premier sponsor in a charity called Kind to Kids. Kind to Kids serves foster children, teens at risk, and children in poverty. They teach life skills to this at risk group, along with social interaction such as group outings that they would otherwise never have an opportunity to experience. They provide children coming into and out of foster care with support and items of need. You will hear more about them as we become more integrated in what they do. Click on their logo below to learn more about the organization.

 

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator can help you estimate how much you should be saving for college.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Rightsizing for Retirement

What does your home really cost?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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