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.
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?
Calculating your potential Social Security benefit is a three-step process.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What does the Tax Reform and Jobs Act mean for you?
Healthy habits are one of the greatest gifts to give your child.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
That big list of dreams and goals isn't the only way to look at your bucket list.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are you ready for retirement? Here are five words you should consider.
Women must be ready to spend, on average, more years in retirement than men.