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
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.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
Have you explored all of your choices when it comes to managing your taxable income?
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?