Affinity Advantage Financial
Over the years, we all desire to address our financial goals and objectives. However, the harsh reality is that all of us might not reach our goals. Many of us lack an integrated and coordinated plan and those that have one may fail to implement it.  We generally take an ad hoc approach instead of a comprehensive strategy by:
 
  • Buying an insurance policy we don’t understand
  • Talking to our CPA about taxes
  • Discussing our risk tolerance with financial professionals
  • Asking our attorney how we should title our property
 
With this fragmented approach, how can you coordinate the legal, tax, insurance, and financial advice offered to help you pursue your unique goals?
 
AffinityAdvantage Financial (AAF) was founded on the basic principle of cooperation. Professional advice must be implemented in a coordinated fashion to help make a difference in your financial destiny. Accountants, attorneys, and insurance and financial professionals must work together to formulate the most suitable wealth building strategies for you.
 
No matter what your financial needs, whether you require an overhaul and expert analysis of your whole financial life, or need an unbiased review of your employee benefit programs, you can rely on AAF to supply you with the care, detail, and attention you expect from your financial professional.
 
Let Tom create a financial roadmap specific to your life and help guide your
plan for the future.
Learning Center
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  • Glossary

    Glossary

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

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Market Watch

May 24, 2012 @ 06:46 PM

Dow Jones Industrials 12,529.75+ 33.60
Nasdaq Composite 2,839.38- 10.74
S&P 500 1,320.68+ 1.82

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