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Blog

PCS — A Fiduciary Partner

Submitted by Affiance Financial on May 4th, 2017

 

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  • Affiance Updates
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Do I Have Enough Life Insurance?

Submitted by Affiance Financial on April 12th, 2017

by Omer Abramovich, MBA

 

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  • Financial Planning
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Trump's Stock Market

Submitted by Affiance Financial on March 16th, 2017

By Marc Usem, MBA

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  • Market Commentary
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Qualified Charitable Distributions

Submitted by Affiance Financial on March 16th, 2017

By Seth Meisler, CFA, CPA/PFS, CFP®

Tags:
  • Charitable Giving
  • Estate & Legacy Planning
  • Financial Planning
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Legacy Planning Pt. 2 - Ethical Wills

Submitted by Affiance Financial on March 15th, 2017

By Steven Schoenberger, JD

Tags:
  • Estate & Legacy Planning
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Introducing Calendly — A new way of scheduling meetings

Submitted by Affiance Financial on March 8th, 2017

Did you know you have the option to schedule meetings with your advisor on the affiancefinancial.com website? With the implementation of online scheduling tool “Calendly”, we made it possible. Calendly allows you to schedule your next meeting in just a few clicks – no phone tag, no email chains, no problem.


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  • Affiance Updates
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Tax Academy Infographic

Submitted by Affiance Financial on March 5th, 2017

Click the link for a pdf version: Tax Academy Infographic

Tags:
  • Tax Planning

2017 Market Forecast Presentation

Submitted by Affiance Financial on February 3rd, 2017

 

Seth Meisler, CFA, CPA, CFP® and Marc Usem, MBA give their analysis of what's going on in the market.

 

 

Tags:
  • Market Commentary
  • Videos

Cybersecurity: Event Recap

Submitted by Affiance Financial on January 9th, 2017
 

On Wednesday, December 7, Mark Lanterman, Chief Technology Officer at Computer Forensic Services, joined us for a night of Cybersecurity education at the Hopkins Center for the Arts. Mark showed us just how easy it is to buy stolen credit cards and passports, and reminded us all of the importance of understanding the relationship between convenience and security. Like your favorite horror movie, it was just as terrifying as it was entertaining. Let’s go over some of the things we learned.


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  • Affiance Updates
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Legacy Planning — The overlooked tool for leaving more than you thought possible

Submitted by Affiance Financial on December 28th, 2016

by Steven Schoenberger, JD

Tags:
  • Estate & Legacy Planning
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Categories

  • Affiance Updates (16)
  • Charitable Giving (9)
  • College Planning (3)
  • Estate & Legacy Planning (6)
  • Events (3)
  • Financial Planning (31)
  • Investments (14)
  • Market Commentary (16)
  • Retirement Planning (6)
  • Tax Planning (9)
  • Videos (8)

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