Skip to main content

Client Portal      

  • Home
  • Insight and Events
    • Overview
    • Blog
    • Events
  • Team
    • Affiance Financial
    • Partners
    • Advisors
    • Investment Committee
    • Support Team
    • Join Our Team
  • Approach
    • Overview
    • Values
    • Process
    • Contact Us
    • Join Our Team
  • Services
    • Overview
    • Financial Planning
    • Investment Planning
    • Risk Management Planning
    • Estate and Legacy Planning
    • Corporate Retirement Plans
  • Client Center
    • Overview
    • Pay My Bill
    • Client Portal
    • ShareFile
    • Schedule a Meeting
    • Useful Websites

   

 

    You are here

  1. Home
  2. Retirement Planning

Retirement Planning

Pay Yourself First

Submitted by Affiance Financial on October 29th, 2019

By Kyle Berg, CFP®, BFA™

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. This often means helping their parents as they age, but it also includes helping their adult children. While we admire our clients’ desires to help those around them, this could pose a serious issue, maybe not immediately, but rather much further down the road.

Tags:
  • Financial Planning
  • Retirement Planning
  • Read more

Financial Planning Changes for 2019

Submitted by Affiance Financial on December 12th, 2018

By Kyle Berg, CFP®, BFA™

At Affiance Financial, it is one of our core values to stay curious. Part of that includes staying up to date on the current — and always changing — laws that affect financial planning.

Tags:
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Read more

Is the FIRE Movement Right for You?

Submitted by Affiance Financial on December 10th, 2018

By Kyle Berg, CFP®, BFA™

There is a rumbling amongst the younger segment of the population. Most notably, the Millennials, who are in the process of trying to turn the traditional idea of retirement on its head.

Tags:
  • Financial Planning
  • Retirement Planning
  • Read more

Rising Costs of Medicare — What to expect and what it means to you

Submitted by Affiance Financial on October 8th, 2018

By Kyle Berg, CFP®, BFA™

Between the seemingly daily headlines announcing changes to Medicare and the alphabet soup of supplemental care insurance, we at Affiance Financial feel it is important for you to know what to expect with open-enrollment season upon us.

Tags:
  • Retirement Planning
  • Read more

Common RMD Pitfalls

Submitted by Affiance Financial on February 23rd, 2018

by Kyle Berg

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. Your retirement savings have well exceeded the United States household average of $17,000. Now, you are six months into your 70s and Uncle Sam wants a cut of what you have worked so hard to save. So, you have to take a required minimum distribution, or RMD for short. Failing to do so will cost you 50% of the distribution, which is something you want to avoid at all costs.

Tags:
  • Financial Planning
  • Retirement Planning
  • Read more

Helping Someone Make a Living

Submitted by Affiance Financial on July 30th, 2013

steve.jpg

By Steve Lear

Tags:
  • Retirement Planning
  • Read more

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)

Get in Touch

CONTACT

  • 600 Highway 169 S., Suite 1750
    St. Louis Park, MN 55426
  • Phone: (952) 544-9818 (800) 570-2941
  • Email: affiancemail@affiancefinancial.com

JOIN OUR EMAIL LIST

INFORMATION

  • Sitemap
  • Privacy Notice
  • Our ADV
  • Important Disclosures

Securities and advisory services offered through Private Client Services. Member FINRA/SIPC. Advisory services also offered through Affiance Financial, a Registered Investment Adviser. Private Client Services and Affiance Financial are unaffiliated entities. 

We are licensed to sell Insurance.

© 2019 Affiance Financial. All rights reserved.

Website Design For Financial Services Professionals