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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Building wealth requires protection from the forces of wealth destruction.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The true cost of raising a child may be far more than you expect.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.