In meetings with clients, we review a number of different accounts and strategies to help work toward achieving financial goals.
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If you have any trouble relinking your outside-held accounts, please reach out to the Client Portal team at portal@affiancefinancial.com.
The fourth quarter of 2021 saw a remarkable continuation of what we have generally seen since the pandemic-related stock market lows of March, 2020.
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January is a great time to press the ‘Reset’ button on our lives and get organized for the future.
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Protecting your assets, preventing probate, and planning for a financial future all play a role in estate planning.
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Being a Financial Planner and a father to three young children, I have made it a top parenting priority to instill good spending habits in my kids.
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It is generally believed by investors that risk and return go hand in hand.
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We sat down with Chris Johnson to learn more about his journey to becoming a financial planner.
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We're here to help provide some clarification on how to navigate charitable giving without compromising your finances.
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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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Creating a credit-freeze, or security-freeze, can be crucial for protecting a child’s identity and future credit.
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Event recording from July 27, 2021.
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