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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Income Taxes Work
A quick look at how federal income taxes work.
Five phases to changing unhealthy behaviors.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Read this overview to learn how financial advisors are compensated.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.