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2019
Steve Lear | Dec 12, 2018

Financial Planning Changes for 2019

Financial Planning
At Affiance Financial, it is one of our core values to stay curious.
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SMP
Steve Lear | Nov 28, 2018

The Smart Money Philosophy

Financial Planning
As part of our recent BFA™ training, the advisors at Affiance Financial teamed up with think2perform to help increase the ways...
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shutterstock_741507991
Steve Lear | Oct 25, 2018

Financial Fundamentals — Budgeting

Financial Planning
Financial Fundamentals
When we sit down with new clients, one of the first questions we usually ask is “Do you have a budget?”
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MarketCommentary
Steve Lear | Oct 10, 2018

Fall 2018 Market Commentary

Market Commentaries & Forecasts
October. This is one of the peculiarly dangerous months to speculate in stocks.
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MarketCommentary
Steve Lear | Jul 17, 2018

Summer 2018 Market Commentary

Market Commentaries & Forecasts
The year is half over and despite the stock market’s ups and downs, the total performance for the year is neither too good nor too bad.
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umbrella_insurance_0
Steve Lear | Apr 12, 2018

Umbrella Insurance

Risk Management
Everyone who owns a home or car has homeowners and automobile insurance coverage.
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marchmadnesscover
Steve Lear | Mar 8, 2018

Hot Streaks — How Recency Bias can Affect Your Bracket and Your Portfolio

Investment Management
As we gear up for this year’s March Madness tournament and everyone starts to fill out their brackets...
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Slip
Steve Lear | Feb 23, 2018

Common RMD Pitfalls

Retirement Planning
Tax Planning
Imagine this. You’ve worked hard to save every penny you could so that you can finally call it quits and not have to work another day in your life.
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CollegeBlog
Steve Lear | Sep 14, 2017

5 Tips to Help Your College Bound Child be Money Smart

Financial Planning for Kids
That day has finally arrived – the day you drop off your child at college.
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treetosize
Steve Lear | Jun 20, 2017

Legacy Planning Part III

Estate & Legacy Planning
This is the third installment in a three part series about legacy planning.
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oldman
Steve Lear | Mar 15, 2017

Legacy Planning Pt. 2 - Ethical Wills

Estate & Legacy Planning
The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.
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oldman_0
Steve Lear | Dec 28, 2016

Legacy Planning — The overlooked tool for leaving more than you thought possible

Estate & Legacy Planning
This is the first in a series of articles about legacy planning.
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Email: affiancemail@affiancefinancial.com

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Form CRS (Client Relationship Summary) 

Privacy Notice

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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