Affinity Wealth Management

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About Affinity Wealth Management

Affinity Wealth Management is an independent, objective wealth management firm. We help clients create a life lived-full through exploring all the possibilities with their money. Our wealth management and investment management process is designed to create a lifetime of great experiences and memories.

The Business Owner's Guide to mart Tax Strategies: Stop Overpaying and Start Building Wealth

Affinity Wealth Management24 Jul, 2025Finance

The Business Owner's Guide to Smart Tax Strategies: If you're a successful business owner staring at your tax bill and feeling frustrated, here's what you need to know: Those big tax payments actually signal something positive—your business is thriving. The real question isn't whether you should pay taxes, but whether you're using every legitimate strategy available to reduce what you owe. Read more:

What to Think About 20, 10, and 5 Years Out from Retirement

Affinity Wealth Management09 Jun, 2025Other

Retirement planning is one of life’s most significant financial and lifestyle transitions. As you close in on this important milestone, thoughtful preparation becomes increasingly more valuable. The path to a fulfilling retirement begins long before you hit your retirement age goal. By understanding what to focus on at different life stages of your pre-retirement journey, we can help you build confidence and flexibility into your plans.

Beyond equal shares: A parent’s guide to fair financial decision-making

Affinity Wealth Management30 May, 2025Other

Every kid is different. Supporting children with varying needs (and timing) means you’re making different financial decisions for each kid. While our children often want things to be black-and-white, sometimes the right assistance may take a different form for each child based on their circumstances. In my experience, these differences can create tension, but with thoughtful planning, you can maintain family harmony while also maintaining equity. The following strategies can help you navigate complex financial decisions while making sure each of your children receive the support they need.

It’s the End of The Stretch IRA as We Know It

Affinity Wealth Management14 Oct, 2024Business

With the December passing of the Secure Act, an important estate and tax savings technique, ‘The Stretch IRA’, has been eliminated for most non-spousal beneficiaries. Beginning with deaths in 2020, the stretch IRA rules are replaced with a 10-year rule for most retirement plan beneficiaries. The new rule requires the account to be emptied within 10 years following the date of the decedent’s death. Unlike the current rule, which required a minimum distribution beginning the year after the date of death, RMDs will not be required under the new rule.

Why Paying Down Debt is Not Always Better

Affinity Wealth Management28 Sep, 2024Business

I enjoy social media. Facebook, Twitter and LinkedIn are my personal favorites but I?ve even thought of trying Instagram or SnapChat. I frequently see either advertisements or ?financial experts? promoting the latest debt reduction secret/plan that will get people to the promise land of financial freedom. Now on its face, I have nothing against being debt free or paying down debt, especially if it is credit card debt. Being debt free can be psychologically satisfying and allows individuals sleep better at night.

Achieve Your Retirement Dreams: Trusted Guidance in Delaware

Affinity Wealth Management10 May, 2024Other

Find out peace of mind and financial freedom with Affinity Wealth Management, your premier retirement planner in Delaware. We use a variety of financial tools and investing ideas help you to build and safeguard the money you earn, guaranteeing a cozy and safe retirement. Moreover, our commitment to transparency and integrity means you can trust us to always act in your best interests. We prioritize clear communication and ongoing support, providing you with the knowledge and resources you need to make informed decisions about your financial future.