Welcome to Affinity Investment Services
It’s important to be well informed to make the right financial decisions. Whether you’re thinking about your children’s college education or what to do with your IRA rollover, Affinity Investment Services can help. We encourage you to explore our educational resources and look forward to working with you and your family.
Helpful Content
Retirement Redefined
Around the country, attitudes about retirement are shifting.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.