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Steve Lear | Jan 17, 2020

The SECURE Act, and what it might mean for you

Tax Planning
Retirement Planning
At the end of 2019, President Trump signed into law the Setting Every Community Up For Retirement Enhancement (SECURE) Act.
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01_2020 FP Changes for 2020_0
Steve Lear | Jan 17, 2020

Financial Planning Changes for 2020

Financial Planning
With 2019 in the rearview, we look forward to 2020.
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MarketCommentary
Steve Lear | Jan 9, 2020

Winter 2020 Market Commentary

Market Commentaries & Forecasts
“It’s the way the human brain works: when enough events occur in a pattern, we stop thinking and go into macro mode.” N. K. Jemisin
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12_2019 Year-End Tax Planning
Steve Lear | Nov 22, 2019

2019 Year-End Income Tax Planning Ideas to Consider Now

Tax Planning
Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT.
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11_2019 Pay Yourself First
Steve Lear | Oct 29, 2019

Pay Yourself First

Financial Planning
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.
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MarketCommentary
Steve Lear | Oct 8, 2019

Fall 2019 Market Commentary

Market Commentaries & Forecasts
From October 1, 1999 to September 30, 2009, a period of ten years, the S&P 500 had an annualized return of –0.2% (this includes dividends reinvested).
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10_2019 Trad vs
Steve Lear | Sep 12, 2019

Financial Fundamentals – Traditional IRA vs. Roth IRA

Financial Fundamentals
Retirement Planning
A question that we are often asked, on a pretty regular basis, is if someone should contribute to a Traditional IRA or Roth IRA.
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06_2019 Risk Tol vs Risk Cap Image
Steve Lear | Aug 15, 2019

Financial Fundamentals – Risk Tolerance vs. Risk Capacity

Financial Fundamentals
Risk Management
One of the reasons our clients hire us is to help make the complex world of investing easier to navigate.
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MarketCommentary
Steve Lear | Jul 8, 2019

Summer 2019 Market Commentary

Market Commentaries & Forecasts
Summertime is one of the big times of the year for blockbuster movies.
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Moving Image_0
Steve Lear | Jun 19, 2019

Five Important Questions When Considering A New Home

Financial Planning
Buying a home is a daunting task for anyone at any stage of life.
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Steve Lear | May 29, 2019

Lessons From Omaha

Financial Planning
For five years and counting, I have been fortunate enough to attend the Berkshire Hathaway Annual Shareholders Meeting.
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Sage Portfolio Image_1
Steve Lear | Apr 24, 2019

Socially Responsible Investing — Doing good and also doing well.

Investment Management
Our clients have long shown an interest in socially responsible investing, and we’ve worked to accommodate these requests individually over the years.
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Form CRS (Client Relationship Summary) 

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Disclosure Brochure (Part 2A of Form ADV)

Important Disclosures

   

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. (Private Client Services, Form CRS)

Affiance Financial only transacts business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

We are licensed to sell Insurance.

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