News | Affinity Wealth Partners

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Nov 19
2 min

Client Spotlight: Creek Young

Creek Young may be one of Affinity’s younger clients, but he is also one of our most exciting clients as well. Creek is a 19-year-old gra...

Nov 18
2 min

Affinity Team Updates

The theme for this year has been Resilience: Change. Adapt. Innovate. 2020 has required us to be resilient, embrace change, adapt to a new...

Nov 16
1 min

The Difference Between the Stock Market & the Economy

During times like the COVID-19 pandemic, have you wondered why the stock market might be up when the economy seems down? It’s a topic we ...

Nov 11
2 min

The Scoop on COVID-19 Medicare Scams

Scammers are casting a wide net for victims. Here’s how to sidestep it. There’s a good reason the U.S. has the Medicare Fraud Strike Forc...

Oct 2
1 min

Benefits of Exploring a Roth IRA Conversion in 2020

As your trusted financial team, we’re always looking for opportunities that can be advantageous to you and your family. Based on unique m...

Oct 1
3 min

Could You Thrive in a Niche Retirement Community?

Things to consider – and learn – before joining a community with like-minded retirees. Not long ago, most planned retirement communities ...

Sep 29
2 min

Answering Four Common Questions About COVID-19 and 529 Plans

Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings. The COVID-19 outbreak has upended norm...

Sep 25
1 min

Your Year-End Tax Planning Checklist

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of...

Jun 1
1 min

Understanding Black Swan Events

Have you heard of a Black Swan Event? These are surprise events, like coronavirus, that have drastic economic and financial market effect...

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