With 2019 in the rearview, we look forward to 2020.
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When we have an initial conversation with a prospective client, we almost always ask about estate planning.
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Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT.
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As a firm, we are blessed with the clients we have. A number of them go out of their way to help support those they love.
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A question that we are often asked, on a pretty regular basis, is if someone should contribute to a Traditional IRA or Roth IRA.
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One of the reasons our clients hire us is to help make the complex world of investing easier to navigate.
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Under the Tax Cut and Jobs Act, many taxpayers will no longer itemize their deductions because of the new higher standard deduction.
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It’s another new year, and this time you are ready.
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At Affiance Financial, it is one of our core values to stay curious.
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There is a rumbling amongst the younger segment of the population.
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As part of our recent BFA™ training, the advisors at Affiance Financial teamed up with think2perform to help increase the ways...
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When we sit down with new clients, one of the first questions we usually ask is “Do you have a budget?”
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