Getting Gen X on Track for Retirement
If you or someone you know is a member of Generation X, born between 1965-1980, there are some unique challenges and stressors for this...
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Oct 301 min read
Recipe: Berns Family Refrigerator Pie
Affinity Wealth Partners Business Manager Beth Berns shares her family's recipe for Refrigerator Pie. This quick and easy dessert is made...
Sep 242 min read
Community Fundraiser:The Risdal Family Teen Center for Great Futures
We are proud long-time supporters of the Boys & Girls Clubs of Springfield. Their mission is to enable all young people, especially those...
Sep 92 min read
Making Informed Investment Decisions in an Election Year
With the presidential election nearing, it is not unusual for investors to question how the outcome will impact their stocks. Should...
Aug 191 min read
Nonprofit Spotlight: Care to Learn
After serving on the Republic School Board for several terms, Sr. Financial Advisor Tammy Messier became aware of an impactful...
Jul 11 min read
Recipe: Haley’s Cucumber Dip
Ingredients: 8 ounces cream cheese 1/2 cup mayonnaise 3/4 ounce Good Seasonings Italian Dressing Mix (1 packet) 1 cucumber – peeled,...
Jun 242 min read
Client Spotlight: Dan Cobb
Dan Cobb was born in Japan in 1962. His Dad was in the US Navy and stationed in Japan, where he and his wife adopted Dan at six weeks...
Jun 91 min read
4 Financial Literacy Tips for Parents & Kids
With school out for the season, it’s an excellent time for your kids and grandkids to rest and replenish. We also think it can be an...
Apr 191 min read
Non-Profit Spotlight: The Mid-Missouri Fisher House
For more than 30 years, Fisher Houses have been a “home away from home” for military families at major military and VA medical centers....
Apr 44 min read
Launching a Financial Future
We celebrate our lives in milestones. Ages and stages. Once we hit that thrilling number 18 signifying that we’re officially adults, the...
Mar 281 min read
Client Recipe: Ann Alberty's Cinnamon Rolls
These delicious, fresh-baked cinnamon rolls come courtesy of the Alberty family, recently featured here. Dough: 2 c warm water 2 tbsp...
Mar 202 min read
Dana Havens Named to Forbes’ List of Top Women Advisors, Best-in-State
Affinity Wealth Partners is pleased to announce Dana Havens, Senior Financial Advisor, RJFS, Managing Partner, was named to the Forbes...
Feb 272 min read
Client Spotlight: Blaine Alberty
Blaine Alberty grew up in Excelsior Springs, MO. His father was an educator, serving as the Superintendent of Schools, and his mother was...
Feb 71 min read
Can Your Portfolio Benefit From AI Innovation?
In today's rapidly changing world, one force appears to be reshaping the landscape of industries, economies, and investment opportunities...
Nov 7, 20231 min read
Client Recipes: Cindy’s Fruit Dip & Jalapeño Corn Muffins
Want a fun way to work some fruit into your holiday gatherings? Affinity Wealth Partners Client Cindy Ray offers a delicious dip recipe...
Oct 5, 20232 min read
Client Spotlight: Cindy Ray
An only child, Cindy Ray was raised on a 500-acre family homestead in Cabot, Arkansas. Her family had roots on the property for over 100...
Apr 20, 20232 min read
Client Spotlight: Haley Leach
Haley Leach is not only a client of Affinity Wealth Partners, but she’s also family. Her mom is Crystal Leach, our Senior Registered...
Dec 6, 20222 min read
Nonprofit Spotlight: K9s For Camo
We are proud sponsors of K9s For Camo, a nonprofit that provides service dogs to support veterans with a wide range of needs. Most of the...
Nov 10, 20223 min read
Client Spotlight: Colonel John Clark
Colonel John Clark was born and raised in Columbia, Missouri. Some of his earliest memories include drawing pictures of airplanes in...
Aug 19, 20223 min read
Save Smart, Spend Smart: 10 Qualified 529 Expenses
Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses. One of the main advantages of a 529 plan is the...
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