Designed to preserve your wealth - and your intentions for it - trusts are precise, tax-efficient tools that can help ensure your hard work is paid forward in the ways you envision. Below are a few types of trusts and their key features. Working closely with us and an estate planning attorney to build a trust strategy tailored to you can help maintain your wealth’s momentum from one generation to the next. Living Trust Established by an individual (grantor) and takes effect during their...

Affinity Wealth Partners is proud to announce that Dana Havens, Senior Financial Advisor, RJFS, and Managing Partner, has been named to the Forbes Top Women Advisors, Best-in-State list for the third consecutive year. This prestigious recognition highlights leading women advisors from national, regional, and independent firms across the country. With more than three decades of experience in the financial services industry, Dana brings deep expertise and a thoughtful, client-centered approach...

Ingredients: 1 head cabbage (chopped) 32 oz carton of Beef broth 1 can diced tomatoes (do not drain) 1 can original Rotel (do not drain) 1 can Campbell’s cheese soup 1-1.5 lbs of lean hamburger Directions: Peel outer layer & wash cabbage, cut off bottom core Cut cabbage into quarters, removing any more core Cut cabbage into one-inch pieces & set aside Brown meat in pan & drain grease Place meat into cooking pot with beef broth Empty diced tomatoes & Rotel into pot (with juice) Add Cheese...