Mary Keyes added to Children's Trust Fund Board
Community and families are at the heart of everything we do, and we are pleased to announce that Governor Mike Parson has named our very...
top of page
Search
- Dec 10, 2020
- 2 min
Spark Meaningful Family Conversations During the Holidays
Find the right words to connect with loved ones and capture their stories. As you gather with loved ones for the holidays – whether in...
- Nov 19, 2020
- 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...
- Nov 18, 2020
- 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...
- Nov 16, 2020
- 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, 2020
- 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...
- Oct 2, 2020
- 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...
- Oct 1, 2020
- 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, 2020
- 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...
- Sep 25, 2020
- 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, 2020
- 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...
bottom of page