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.
is proud to be honored by Delaware Today and Philadelphia Magazine
with the 2013 FIVE STAR Wealth Manager Award
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A letter of instructions provides additional and more personal information regarding your estate.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Understanding how a stock works is key to understanding your investments.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment 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.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There are nearly 1,200 ETFs available. Should you invest in them?
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.