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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We often joke about “all the letters” following many of our advisors’ names. But each designation represents time and effort spent honing their craft.
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With the world of financial technology (FinTech) ever changing, the landscape for how someone keeps a budget has never been more robust.
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It may not have manifested itself as we would have liked, but believe it or not, spring has been upon us since the end of March.
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Sometimes getting your friends to pay you back for something you’ve already paid for in full can be complicated.
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As we gear up for this year’s March Madness tournament and everyone starts to fill out their brackets...
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Imagine this. You’ve worked hard to save every penny you could so that you can finally call it quits and not have to work another day in your life.
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The following article is provided by Ed Slott and Company.
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