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 Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Learn when it may not make sense to file a claim on your home insurance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how to set up your financial goals for success? This knight does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
Check out this video to begin separating fact from fiction.