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 more than three 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.
We're going your way. Come along!
is proud to be honored by Delaware Today and Philadelphia Magazine
with the 2011 FIVE STAR Wealth Manager Award
Helpful Content
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Rightsizing for Retirement
What does your home really cost?
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?