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.
Building Your Legacy
A four-step framework for building a personal legacy.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
This calculator shows how inflation over the years has impacted purchasing power.
Learn when it may not make sense to file a claim on your home insurance.
Understanding the value of a home warranty.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Three important factors when it comes to your financial life.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations?
Check out this video to begin separating fact from fiction.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.