Secure Client Portal Client Access Links Recent Insights Featured Nov 19, 2025 The Business Tax Strategy Playbook: How to Structure Compensation and Retirement for Growth Nov 19, 2025 Learn how Affinity Wealth helps successful business owners structure compensation, retirement, and distributions to minimize taxes while building wealth. Nov 19, 2025 Nov 4, 2025 The Year-End Financial Planning Checklist: Strategies Designed to Support the Life You're Building Nov 4, 2025 Nov 4, 2025 Oct 21, 2025 Creating Career Flexibility with Financial Buffers Oct 21, 2025 Oct 21, 2025 Oct 6, 2025 What Happens When Layoffs Loom? 10 Strategies for High Achievers Experiencing Career Volatility Oct 6, 2025 Oct 6, 2025 Sep 21, 2025 The Three Financial Derailments That Hit High Earners in Their 40s Sep 21, 2025 Sep 21, 2025 Sep 8, 2025 A Guide to Business Succession Planning Sep 8, 2025 Sep 8, 2025 Aug 20, 2025 What High Achievers Should Be Doing Differently in Wealth Management Aug 20, 2025 Aug 20, 2025 Aug 6, 2025 What the Big Beautiful Bill Really Means for Your Tax Strategy: New opportunities emerge for many Americans but strategic timing and thoughtful tax planning remain key Aug 6, 2025 Aug 6, 2025 Jul 22, 2025 The Business Owner's Guide to Smart Tax Strategies: Stop Overpaying and Start Building Wealth Jul 22, 2025 Jul 22, 2025
Learn how Affinity Wealth helps successful business owners structure compensation, retirement, and distributions to minimize taxes while building wealth.