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Insight

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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Steve Lear | Oct 25, 2018

Financial Fundamentals — Budgeting

Financial Planning
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

Investments
Market Commentary
October. This is one of the peculiarly dangerous months to speculate in stocks.
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Steve Lear | Oct 8, 2018

Rising Costs of Medicare — What to expect and what it means to you

Retirement Planning
Between the seemingly daily headlines announcing changes to Medicare and the alphabet soup of supplemental care insurance...
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Steve Lear | Sep 26, 2018

Affiance Financial Presents: College Planning — Event Recording from September 24, 2018

College Planning
Videos
7 Insider Tips to Navigating the College Search Process, a Presentation by Cozy Wittman​
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Business
Steve Lear | Sep 5, 2018

A New Designation for Our Advisor Team — BFA™

Affiance Updates
Financial Planning
We often joke about “all the letters” following many of our advisors’ names. But each designation represents time and effort spent honing their craft.
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Steve Lear | Aug 28, 2018

Budgeting In the Palm of Your Hand

Financial Planning
With the world of financial technology (FinTech) ever changing, the landscape for how someone keeps a budget has never been more robust.
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MarketCommentary
Steve Lear | Jul 17, 2018

Summer 2018 Market Commentary

Investments
Market Commentary
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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Steve Lear | Jul 3, 2018

Schedule on Your Own Time With Calendly

Affiance Updates
Videos
Over the years, Affiance Financial has worked hard to enhance our efficiency.
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Steve Lear | Jun 5, 2018

Affiance eMentors

Affiance Updates
Affiance Financial has long partnered with BestPrep, an organization that helps students build business, career, and financial literacy skills.
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Steve Lear | May 30, 2018

Recording: Tax Strategies to Maximize Your Retirement

Tax Planning
Videos
Thank you to everyone who came to the event, we’re grateful for having such engaged and interested clients.
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Steve Lear | May 2, 2018

Spring Cleaning

Financial Planning
It may not have manifested itself as we would have liked, but believe it or not, spring has been upon us since the end of March.
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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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