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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
Calculating your potential Social Security benefit is a three-step process.
There are common mistakes you can avoid when saving for retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
For homeowners who think their property taxes are too high, there are ways to appeal.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, infiltrating the world of bonds.
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you explored all of your choices when it comes to managing your taxable income?