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 is proud to support:
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
One way to find money is to examine your current spending habits and eliminate money wasters.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Estate conservation is too important to put off. Do you have a smart exit strategy?