PCS — A Fiduciary Partner
Submitted by Affiance Financial on May 4th, 2017
Blog
Do I Have Enough Life Insurance?
Submitted by Affiance Financial on April 12th, 2017
Trump's Stock Market
Submitted by Affiance Financial on March 16th, 2017
Qualified Charitable Distributions
Submitted by Affiance Financial on March 16th, 2017
Legacy Planning Pt. 2 - Ethical Wills
Submitted by Affiance Financial on March 15th, 2017
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.
Tax Academy Infographic
Submitted by Affiance Financial on March 5th, 2017
Click the link for a pdf version: Tax Academy Infographic
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.
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.
