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Insight

Steve Lear | Jan 17, 2020

The SECURE Act, and what it might mean for you

Financial Planning
Tax 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

Investments
Market Commentary
“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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2020mfp
Steve Lear | Dec 19, 2019

2020 Market Forecast Presentation

Financial Planning
Market Commentary
Join Affiance Financial's Seth Meisler and Marc Usem as they discuss the state of the economy and our expectations for the markets in 2020.
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01_2020 Financial Fundamentals - Estate Essentials
Steve Lear | Dec 13, 2019

Financial Fundamentals – Estate Essentials

Financial Planning
When we have an initial conversation with a prospective client, we almost always ask about estate planning.
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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

Financial Planning
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
Retirement 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

Investments
Market Commentary
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 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 Planning
Investments
One of the reasons our clients hire us is to help make the complex world of investing easier to navigate.
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09_2019 Kids Money Apps Blog Image
Steve Lear | Aug 8, 2019

Apps Can Make Teaching Your Kids About Money More Fun

September is a great time for a fresh start.
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MarketCommentary
Steve Lear | Jul 8, 2019

Summer 2019 Market Commentary

Investments
Market Commentary
Summertime is one of the big times of the year for blockbuster movies.
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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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