During an initial conversation with a prospective client, a financial planner will almost always inquire about their estate planning needs.
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Event recording from January 28, 2026. Presented by Marc Usem and Marcia Zappa.
In our 2026 Market Forecast Presentation, we reflect on key events from 2025
Climbing a Wall of Worry
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December marks a significant milestone for Affiance Financial – 25 years of working to make lives better.
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A Newsworthy Quarter
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Join Director of Client Support, Megan Pace, for an informative client education session to learn how to navigate your client portal.
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Starting September 30, your Plans of Action will be delivered through your Client Portal.
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Among its many components, the Act introduces several significant changes to standard deduction rules that affect both individuals and businesses.
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Loss of mobility is a challenge many people will face, whether from sudden injury, illness, or the gradual effects of aging.
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Learn the rules, deadlines, and tax strategies for Required Minimum Distributions (RMDs) to avoid penalties and optimize your retirement income.
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Estate planning is the how; legacy planning is the why. So how do you start planning for your legacy while living your busy and fulfilling life?
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Unlock the power of charitable giving with confidence and strategic planning. Discover how charitable giving can shape your legacy.
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