When helping our clients prepare for retirement, every situation looks a little different.
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Many of our clients have real estate investments or own the underlying property that their business sits atop.
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This year has been characterized by an extensive list of “records” — and not in a good way.
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As a financial planner, it is a great joy to see one of my clients retire.
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Financial Planner Brendan Halleron recently sat down with his dad, Denny Halleron, owner of Carcierge, an independent auto consulting service.
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U.S. equity markets reached their all-time highs during the first few days of January before sliding by more than 12% through mid-March.
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Net worth is a commonly-used measurement of wealth, but what does it really measure and why should you care?
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Event recording from February 16, 2022.
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A college education is costly, and the price of tuition continues to rise each year. However, for many students, a college education is the best way to prepare
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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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