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Insight

PayPalWeb
Steve Lear | Mar 21, 2018

Money Transferring Apps

Financial Planning
Sometimes getting your friends to pay you back for something you’ve already paid for in full can be complicated.
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marchmadnesscover
Steve Lear | Mar 8, 2018

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

Financial Planning
Investments
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

Financial Planning
Retirement 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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TheHill
Steve Lear | Jan 12, 2018

Tax Reform Is Here! Here's What it Means for You

Financial Planning
Tax Planning
The following article is provided by Ed Slott and Company.
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DigitalPlanningHeader
Steve Lear | Nov 3, 2017

Digital Estate Planning

Estate & Legacy Planning
Financial Planning
I am a big fan of Google, and whenever they ask me to review my account information, they win me over again.
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TaxRecordingBlogPost
Steve Lear | Oct 13, 2017

2017 Tax Planning Presentation

Tax Planning
Videos
Thank you to everyone who attended our Tax Planning Presentation on October 3.
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hurricanes
Steve Lear | Sep 27, 2017

Hurricanes Put Economy and Fed in Check

Market Commentary
The recent plethora of hurricanes are expected to put the economy and the Fed in check.
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CollegeBlog
Steve Lear | Sep 14, 2017

5 Tips to Help Your College Bound Child be Money Smart

College Planning
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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sethwebsite_0
Steve Lear | Jun 19, 2017

Seth Meisler Celebrates his 10-Year Anniversary – by Joining Ed Slott’s Elite IRA Advisor Group

Affiance Updates
Ten years ago last month, Seth Meisler made the move from Chicago to St. Louis Park to join Affiance Financial as Chief Investment Officer.
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Blog_Image
Steve Lear | May 4, 2017

PCS — A Fiduciary Partner

Affiance Updates
Much ado was made in early 2016 when the Department of Labor (DOL) announced its fiduciary rule for retirement accounts.
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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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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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