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
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A few strategies that may help you prepare for the cost of higher education.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing 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.
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
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Smart investors take the time to separate emotion from fact.
Learning more about gold, and its history, may help you answer that question.
Have you explored all of your choices when it comes to managing your taxable income?
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.