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Steve Lear | Jan 20, 2025

Roth IRA Conversions: Your essential guide to understanding the tax implications of converting funds to a Roth IRA

Tax Planning
Retirement Planning
One of the most common questions I receive from clients is, “Should I do a Roth IRA conversion?” Every time, my answer remains absolute: “It depends!”
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Steve Lear | Jan 6, 2025

Winter 2025 Market Commentary

Investments
Market Commentary
Fourth Quarter Caps a Strong Year for Stocks
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Steve Lear | Dec 11, 2024

Message From the President: Winter 2024

Message from the President
As 2024 comes to an end, I am filled with gratitude as I reflect on the milestones and successes we’ve achieved this year.
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Naming Beneficiaries: A Crucial Estate Planning Step
Steve Lear | Dec 5, 2024

Naming Beneficiaries: A Crucial Estate Planning Step

Estate & Legacy Planning
Learn why naming beneficiaries is vital for estate planning. Avoid probate, honor your wishes, and simplify inheritance with these essential tips.
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Steve Lear | Nov 13, 2024

Health Savings Accounts: Five Do’s and Don'ts for Best Utilizing Your HSA

Tax Planning
Health Savings Accounts (HSAs): Explore the triple tax benefits and how using an HSA can help you save now and in the future.
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Net Worth Blog Post Header Image
Steve Lear | Oct 29, 2024

What is Your Net Worth and Why is It Important?

Financial Planning
Net worth is a commonly-used measurement of wealth, but what does it really measure and why should you care?
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Steve Lear | Oct 2, 2024

Fall 2024 Market Commentary

Investments
Market Commentary
The third quarter of 2024 delivered another positive return with the S&P 500 gaining 5.4% and bringing year-to-date gains to a stunning 20.7%.
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Steve Lear | Sep 13, 2024

Message From the President: Fall 2024

Message from the President
As we approach a period of uncertainty and change, driven by the upcoming presidential election...
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Steve Lear | Sep 5, 2024

Tax Planning or Tax Preparation: Which Do I Need?

Tax Planning
The terms tax planning and tax preparation are often used interchangeably, but these professional services are actually very different.
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Steve Lear | Sep 4, 2024

Financial Fundamentals — Emergency Funds

Financial Planning
Financial Fundamentals
Having a plan for the certainty of uncertainty is a fundamental part of comprehensive financial planning.
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Steve Lear | Aug 5, 2024

Are you maximizing your 401(k)? 10 tips to make sure you aren't leaving retirement savings on the table.

Retirement Planning
401(k) Planning
Corporate-sponsored 401(k) plans are one of the most common investment accounts used to save for retirement.
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Market Commentary Header Image
Marc Usem | Jul 2, 2024

Summer 2024 Market Commentary

Investments
Market Commentary
The second quarter of 2024 saw the broad U.S. market gain 4.3%, while international developed stocks were flat.
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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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