As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call.
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For years now, I have been listening to Steve Lear tell anyone who would listen how great it is to rent instead of own a home...
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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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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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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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Under the Tax Cut and Jobs Act, many taxpayers will no longer itemize their deductions because of the new higher standard deduction.
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At Affiance Financial, it is one of our core values to stay curious.
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There is a rumbling amongst the younger segment of the population.
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