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Insight

Get to Know Associate Financial Planner Chris Johnson
Steve Lear | Oct 5, 2021

Get to Know Associate Financial Planner Chris Johnson

We sat down with Chris Johnson to learn more about his journey to becoming a financial planner.
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Steve Lear | Sep 24, 2021

Five Tips for Donating Appreciated Assets

Charitable Giving
Financial Planning
We're here to help provide some clarification on how to navigate charitable giving without compromising your finances.
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Steve Lear | Sep 24, 2021

10 Ways Parents Can Start Planning for College Expenses

Financial Planning
Whether you started saving when your child was born or are preparing to begin, it's essential to identify your goal and how much you are willing to contribute.
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Steve Lear | Aug 30, 2021

Why and How to Freeze Your Child’s Credit

Creating a credit-freeze, or security-freeze, can be crucial for protecting a child’s identity and future credit.
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Steve Lear | Jul 27, 2021

2021 Mid-Year Investment Update Webinar Recording

Videos
Market Commentary
Financial Planning
Investments
Event recording from July 27, 2021.
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Steve Lear | Jul 9, 2021

Summer 2021 Market Commentary

Market Commentary
Investments
As you are reading this, we are officially in the “Dog Days of Summer.” The summer is when many investors, traders, and fund managers take vacations.
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Cash Flow Image
Steve Lear | Jul 6, 2021

Increased Cash Flow? Four Ways to Put Extra Money to Work.

Financial Planning
A common question we get from clients is what to do with increased cash flow.
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Steve Lear | Jul 6, 2021

5 Helpful Steps to Start Retirement Planning

Retirement Planning
Financial Planning
Whether you’ve just landed a position in your career, are curious about how to start planning for retirement, or are realizing you haven’t given it enough
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Steve Lear | Jul 1, 2021

6 Ways to Master Business Cash Flow Projections

Financial Planning

Business owners worldwide are aware that unreliable cash flow can harm their operations. Poor cash flow forces many small businesses to close their doors every

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Steve Lear | Jun 3, 2021

Five Tips to Help Save Money for a Vacation

Now that travel is picking back up, are you starting to think about where you want to go next?
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Steve Lear | Apr 28, 2021

529 Savings Plans

Education
Financial Planning
Did you know that May 29 is National 529 College Savings Plan Day, or 529 Day?
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Steve Lear | Apr 26, 2021

8 Tips for Investment Diversification

Financial Planning
Today’s market can change when least expected, which is why taking time to thoroughly plan your investments is recommended. Since market changes are
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Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA/SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

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