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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
How to Make the Tax Code Work for You
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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Purchasing homeowners insurance is critical for protecting your home.
Calculating your potential Social Security benefit is a three-step process.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here are five facts about Social Security that are important to keep in mind.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?
There are a few things to consider when buying or leasing your next vehicle.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.