At the end of 2019, President Trump signed into law the Setting Every Community Up For Retirement Enhancement (SECURE) Act.
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With 2019 in the rearview, we look forward to 2020.
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“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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When we have an initial conversation with a prospective client, we almost always ask about estate planning.
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Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT.
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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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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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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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One of the reasons our clients hire us is to help make the complex world of investing easier to navigate.
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Summertime is one of the big times of the year for blockbuster movies.
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Buying a home is a daunting task for anyone at any stage of life.
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For five years and counting, I have been fortunate enough to attend the Berkshire Hathaway Annual Shareholders Meeting.
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