http://www.2affinity.com Thu, 24 May 2012 01:43:07 +0000 en hourly 1 http://wordpress.org/?v=3.3.2 AffinityWealthAdvisorshttp://feedburner.google.com http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/1Xg3N8Rnyk0/ http://www.2affinity.com/jobs-act-impact/#comments Tue, 15 May 2012 16:09:25 +0000 alan http://www.2affinity.com/?p=2645 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>You may have heard that the Jumpstart Our Business Startups (JOBS) Act, which was signed into law by President Obama on April 5, 2012, makes it easier for companies to attract investors, particularly smaller companies. But just what does that mean to you if you&#8217;re trying to grow your small business? And if you&#8217;re contemplating <a href='http://www.2affinity.com/jobs-act-impact/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/jobs-act-impact/">Effect of the JOBS Act on start-up companies and their investors</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=1Xg3N8Rnyk0:Z2pFzZgvMOE:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=1Xg3N8Rnyk0:Z2pFzZgvMOE:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=1Xg3N8Rnyk0:Z2pFzZgvMOE:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=1Xg3N8Rnyk0:Z2pFzZgvMOE:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/jobs-act-impact/feed/ 0 http://www.2affinity.com/jobs-act-impact/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/OSx3rAXWrl8/ http://www.2affinity.com/longevity-annuities/#comments Wed, 02 May 2012 03:17:42 +0000 alan http://www.2affinity.com/?p=2611 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Photo courtesy Margan Zajdowicz. If a significant portion of your retirement assets are held in a retirement account like an IRA, how can you accomplish the following three goals at the same time: Avoid running out of money someday (by annuitizing some of the assets) Avoid minimum distribution rules that would force withdrawals (and taxes) <a href='http://www.2affinity.com/longevity-annuities/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/longevity-annuities/">Coming soon to an IRA portfolio near you: Longevity Annuities?</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=OSx3rAXWrl8:IFmW-5VPWFo:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=OSx3rAXWrl8:IFmW-5VPWFo:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=OSx3rAXWrl8:IFmW-5VPWFo:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=OSx3rAXWrl8:IFmW-5VPWFo:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/longevity-annuities/feed/ 0 http://www.2affinity.com/longevity-annuities/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/wYGMKaiGaDc/ http://www.2affinity.com/new-data-social-security-medicare/#comments Fri, 27 Apr 2012 15:01:48 +0000 alan http://www.2affinity.com/?p=2607 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Reports Show Challenging Financial Outlook for Social Security and Medicare Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. This year&#8217;s reports, released on April 23, 2012, show that both programs face urgent financial challenges that <a href='http://www.2affinity.com/new-data-social-security-medicare/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/new-data-social-security-medicare/">New data on the solvency of Social Security and Medicare trust funds</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=wYGMKaiGaDc:6ksKfdct6gc:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=wYGMKaiGaDc:6ksKfdct6gc:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=wYGMKaiGaDc:6ksKfdct6gc:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wYGMKaiGaDc:6ksKfdct6gc:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/new-data-social-security-medicare/feed/ 0 http://www.2affinity.com/new-data-social-security-medicare/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/ATOWdoH6l40/ http://www.2affinity.com/whats-next-with-the-estate-tax/#comments Thu, 26 Apr 2012 15:45:15 +0000 alan http://www.2affinity.com/?p=2599 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>What is the future of the federal estate tax? All we know for sure is that no one knows anything; it&#8217;s all speculation. So, let&#8217;s take a look at what could happen. A quick history lesson An alphabet soup of tax laws (EGTRRA, JGTRRA, TIPRA, and the others, 13 in total), enacted between 2001 and <a href='http://www.2affinity.com/whats-next-with-the-estate-tax/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/whats-next-with-the-estate-tax/">What&#8217;s next with the Estate Tax?</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=ATOWdoH6l40:dWBPBJAef-w:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=ATOWdoH6l40:dWBPBJAef-w:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=ATOWdoH6l40:dWBPBJAef-w:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ATOWdoH6l40:dWBPBJAef-w:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/whats-next-with-the-estate-tax/feed/ 0 http://www.2affinity.com/whats-next-with-the-estate-tax/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/2dfJG9SiJYM/ http://www.2affinity.com/ltc-changes/#comments Sat, 07 Apr 2012 16:24:23 +0000 alan http://www.2affinity.com/?p=2594 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>The Long-Term Care Dilemma: Insurers Leaving, Premiums Increasing If you&#8217;ve planned for long-term care, you&#8217;ve done well because there&#8217;s a pretty good chance you or your spouse will have a need for care at some point. According to the National Clearinghouse for Long-Term Care (www.longtermcare.gov), about 70% of people over age 65 will need some <a href='http://www.2affinity.com/ltc-changes/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/ltc-changes/">Long-term care insurance: companies leaving the marketplace</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=2dfJG9SiJYM:XllE83TWSqM:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=2dfJG9SiJYM:XllE83TWSqM:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=2dfJG9SiJYM:XllE83TWSqM:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=2dfJG9SiJYM:XllE83TWSqM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/ltc-changes/feed/ 0 http://www.2affinity.com/ltc-changes/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/uH9DDWXzNPc/ http://www.2affinity.com/taxchanges/#comments Thu, 15 Mar 2012 17:48:57 +0000 alan http://www.2affinity.com/?p=2590 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being focused on the &#8220;Bush tax cuts&#8221; that are still in effect, but scheduled to expire at the end of 2012. And new Medicare-related taxes, effective in 2013, have received <a href='http://www.2affinity.com/taxchanges/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/taxchanges/">Current tax changes: keeping track of new and expiring provisions</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=uH9DDWXzNPc:p-FjwYuh23Y:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=uH9DDWXzNPc:p-FjwYuh23Y:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=uH9DDWXzNPc:p-FjwYuh23Y:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=uH9DDWXzNPc:p-FjwYuh23Y:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/taxchanges/feed/ 1 http://www.2affinity.com/taxchanges/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/kjxpvXU4mDI/ http://www.2affinity.com/section-409a/#comments Sun, 29 Jan 2012 03:11:26 +0000 alan http://www.2affinity.com/?p=2574 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Internal Revenue Code Section 409A (Governing Nonqualified Deferred Compensation Plans) What is Internal Revenue Code (IRC) Section 409A? IRC Section 409A, added by the American Jobs Creation Act of 2004, is the first comprehensive legislation aimed squarely at employer nonqualified deferred compensation (NQDC) plans. Section 409A requires that NQDC plans satisfy specific deferral election, distribution, <a href='http://www.2affinity.com/section-409a/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/section-409a/">Section 409A</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=kjxpvXU4mDI:GUMv_PPNvj4:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=kjxpvXU4mDI:GUMv_PPNvj4:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=kjxpvXU4mDI:GUMv_PPNvj4:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=kjxpvXU4mDI:GUMv_PPNvj4:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/section-409a/feed/ 0 http://www.2affinity.com/section-409a/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/wpOcGwU5Q74/ http://www.2affinity.com/top-hat-plans/#comments Sun, 29 Jan 2012 02:16:20 +0000 alan http://www.2affinity.com/?p=2559 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Custom Benefit Plans for Key Personnel &#160; A top-hat plan is a type of nonqualified deferred compensation (NQDC) plan that is established to provide unfunded (employers don&#8217;t formally set aside funds for these benefits; instead, they use their general assets) deferred compensation benefits only to a select group of management or highly compensated employees. A <a href='http://www.2affinity.com/top-hat-plans/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/top-hat-plans/">Top Hat Plans</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=wpOcGwU5Q74:zrqay1xJEO0:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=wpOcGwU5Q74:zrqay1xJEO0:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=wpOcGwU5Q74:zrqay1xJEO0:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=wpOcGwU5Q74:zrqay1xJEO0:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/top-hat-plans/feed/ 0 http://www.2affinity.com/top-hat-plans/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/jGRfgGdNuvk/ http://www.2affinity.com/2012-ltc-deduction-limit/#comments Tue, 24 Jan 2012 18:13:08 +0000 alan http://www.2affinity.com/?p=2496 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>The Internal Revenue Service has raised the income-tax deduction limit for Long Term Care (LTC) policy premiums that are paid in 2012. As in the past, the deduction varies by age of the insured person— for example, someone who is between 50 and 60 years old will see the deduction limit increase by $40. But <a href='http://www.2affinity.com/2012-ltc-deduction-limit/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/2012-ltc-deduction-limit/">Tax deduction for Long Term Care insurance increased</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=jGRfgGdNuvk:w89_Q4yi6VM:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=jGRfgGdNuvk:w89_Q4yi6VM:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=jGRfgGdNuvk:w89_Q4yi6VM:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=jGRfgGdNuvk:w89_Q4yi6VM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/2012-ltc-deduction-limit/feed/ 0 http://www.2affinity.com/2012-ltc-deduction-limit/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/RabRq2iasoE/ http://www.2affinity.com/new-cost-basis-reporting-rules-being-phased-in/#comments Thu, 19 Jan 2012 21:09:23 +0000 alan http://www.2affinity.com/?p=2488 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Calculating Cost Basis Gets Easier This Year Brokers must track and report cost basis to both you and the IRS Anyone who has ever been baffled by calculating the net proceeds from the sale of an investment will find some relief, starting with the 2011 tax return due April 17. If you bought any stocks <a href='http://www.2affinity.com/new-cost-basis-reporting-rules-being-phased-in/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/new-cost-basis-reporting-rules-being-phased-in/">New cost-basis reporting rules being phased in</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=RabRq2iasoE:htwToJn97t8:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=RabRq2iasoE:htwToJn97t8:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=RabRq2iasoE:htwToJn97t8:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=RabRq2iasoE:htwToJn97t8:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/new-cost-basis-reporting-rules-being-phased-in/feed/ 0 http://www.2affinity.com/new-cost-basis-reporting-rules-being-phased-in/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/xET1QOjKxt4/ http://www.2affinity.com/2012-tax-deadline/#comments Tue, 17 Jan 2012 20:12:50 +0000 alan http://www.2affinity.com/?p=2466 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Aptly Named: &#8220;Emancipation Day&#8221; Taxpayers will have until Tuesday, April 17, to file their 2011 tax returns and pay any tax due because April 15 falls on a Sunday, and Emancipation Day, a holiday observed in the District of Columbia, falls this year on Monday, April 16. According to federal law, District of Columbia holidays <a href='http://www.2affinity.com/2012-tax-deadline/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/2012-tax-deadline/">2012 Tax Deadline Pushed to April 17th</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=xET1QOjKxt4:O3Y6u08bG0g:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=xET1QOjKxt4:O3Y6u08bG0g:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=xET1QOjKxt4:O3Y6u08bG0g:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=xET1QOjKxt4:O3Y6u08bG0g:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/2012-tax-deadline/feed/ 0 http://www.2affinity.com/2012-tax-deadline/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/QysIy6_FCpI/ http://www.2affinity.com/uncle-sam-knows-asset-allocation/#comments Sat, 14 Jan 2012 01:50:00 +0000 alan http://www.2affinity.com/?p=2446 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>You might be surprised to hear that the Securities and Exchange Commission has published one of the most helpful articles on asset allocation. As you probably know, asset allocation is one of, or perhaps the most important determinants of long-term investing success. Entitled &#8220;The Beginner&#8217;s Guide to Asset Allocation&#8221;, this well-written piece is not just <a href='http://www.2affinity.com/uncle-sam-knows-asset-allocation/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/uncle-sam-knows-asset-allocation/">Uncle Sam Knows Asset Allocation?</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=QysIy6_FCpI:PpzLTNZ7u1I:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=QysIy6_FCpI:PpzLTNZ7u1I:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=QysIy6_FCpI:PpzLTNZ7u1I:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=QysIy6_FCpI:PpzLTNZ7u1I:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/uncle-sam-knows-asset-allocation/feed/ 0 http://www.2affinity.com/uncle-sam-knows-asset-allocation/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/Si3-XV599ds/ http://www.2affinity.com/retirement-tax-planning-2012/#comments Mon, 09 Jan 2012 23:00:25 +0000 alan http://www.2affinity.com/?p=2228 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to these accounts if you are 50 or older this year. IRA contribution <a href='http://www.2affinity.com/retirement-tax-planning-2012/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/retirement-tax-planning-2012/">Retirement and Tax Planning: 2012</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=Si3-XV599ds:Y09q8X8MkLU:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=Si3-XV599ds:Y09q8X8MkLU:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=Si3-XV599ds:Y09q8X8MkLU:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=Si3-XV599ds:Y09q8X8MkLU:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/retirement-tax-planning-2012/feed/ 0 http://www.2affinity.com/retirement-tax-planning-2012/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/okkeYUF_cuY/ http://www.2affinity.com/health-savings-vehicles/#comments Sat, 07 Jan 2012 18:26:53 +0000 alan http://www.2affinity.com/?p=2187 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Health savings accounts (HSAs), Archer medical savings accounts (MSAs), health reimbursement arrangements (HRAs), and flexible spending arrangements (FSAs) are all personal health accounts that may help you control your health-care costs. But trying to figure out what&#8217;s what can be confusing. Here&#8217;s a brief description of each type of account, including some of their major <a href='http://www.2affinity.com/health-savings-vehicles/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/health-savings-vehicles/">Overview of Health Savings Plans</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=okkeYUF_cuY:gsJVDa4QbIg:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=okkeYUF_cuY:gsJVDa4QbIg:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=okkeYUF_cuY:gsJVDa4QbIg:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=okkeYUF_cuY:gsJVDa4QbIg:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/health-savings-vehicles/feed/ 0 http://www.2affinity.com/health-savings-vehicles/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/9jTGdmeEtG0/ http://www.2affinity.com/life-insurance-loans/#comments Thu, 05 Jan 2012 11:09:04 +0000 sfbuddha http://www.2affinity.com/?p=2182 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Life Insurance Policy Loans: Tax and Other Implications As the owner of a life insurance policy, you can generally borrow the policy&#8217;s cash surrender value and use the proceeds for any purpose. Before you take a policy loan, be sure you understand the implications of the loan on the policy itself as well as any <a href='http://www.2affinity.com/life-insurance-loans/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/life-insurance-loans/">Borrowing from Life Insurance Cash Value</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=9jTGdmeEtG0:XG9h3f8PhoE:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=9jTGdmeEtG0:XG9h3f8PhoE:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=9jTGdmeEtG0:XG9h3f8PhoE:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=9jTGdmeEtG0:XG9h3f8PhoE:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/life-insurance-loans/feed/ 0 http://www.2affinity.com/life-insurance-loans/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/cIB58uYTrZY/ http://www.2affinity.com/global-retro-2011/#comments Tue, 03 Jan 2012 19:03:11 +0000 alan http://www.2affinity.com/?p=2157 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>U.S. STOCKS HELD UP RELATIVELY WELL IN 2011 It was a weak year for equities, but foreign markets had it worse. 2011 had a definite downside. Statistically, 2011 may end up being characterized as the year stocks stood still: the S&#38;P 500 lost .003%, its smallest year-over-year change of any kind since 1947. Yet it <a href='http://www.2affinity.com/global-retro-2011/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/global-retro-2011/">Global Stock Market Retrospective: 2011</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=cIB58uYTrZY:TbIEN-AoKwg:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=cIB58uYTrZY:TbIEN-AoKwg:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=cIB58uYTrZY:TbIEN-AoKwg:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=cIB58uYTrZY:TbIEN-AoKwg:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/global-retro-2011/feed/ 0 http://www.2affinity.com/global-retro-2011/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/ccJRydjQ3f4/ http://www.2affinity.com/financial-resolutions-2012/#comments Tue, 03 Jan 2012 01:47:46 +0000 alan http://www.2affinity.com/?p=2126 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>Making Financial Resolutions? Look Back at Last Year Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture. As you make financial resolutions for 2012, looking back at what happened last year can help you make some positive changes this year. Automate your retirement savings In 2011: <a href='http://www.2affinity.com/financial-resolutions-2012/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/financial-resolutions-2012/">2012 Financial Resolutions</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=ccJRydjQ3f4:XXMsY0WVe0o:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=ccJRydjQ3f4:XXMsY0WVe0o:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=ccJRydjQ3f4:XXMsY0WVe0o:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=ccJRydjQ3f4:XXMsY0WVe0o:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/financial-resolutions-2012/feed/ 0 http://www.2affinity.com/financial-resolutions-2012/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/_T37fuo_VOY/ http://www.2affinity.com/2011-returns-markets/#comments Sun, 01 Jan 2012 23:49:15 +0000 alan http://www.2affinity.com/?p=2094 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>2011 was a mixed bag for market returns. The S&#38;P was flat, the Dow Blue Chips were up, and the NASDAQ was down for the year. Here are some highlights from the Wall Street Journal1: The [S&#38;P 500] full-year decline of 0.04 point, or 0.0028%, was the smallest annual move since at least 1947, according <a href='http://www.2affinity.com/2011-returns-markets/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/2011-returns-markets/">2011 Calendar-year market returns</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=_T37fuo_VOY:Jtmz3pWYEr0:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=_T37fuo_VOY:Jtmz3pWYEr0:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=_T37fuo_VOY:Jtmz3pWYEr0:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=_T37fuo_VOY:Jtmz3pWYEr0:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/2011-returns-markets/feed/ 0 http://www.2affinity.com/2011-returns-markets/ http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/eOfsUT6gt5E/ http://www.2affinity.com/in-service-withdrawals/#comments Fri, 30 Dec 2011 17:05:54 +0000 alan http://www.2affinity.com/?p=2064 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>You should become familiar with the terms of your employer's 401(k) plan to understand your particular withdrawal rights <a href="http://www.2affinity.com/in-service-withdrawals/">(more...)</a></p></p><p><hr> <a href="http://www.2affinity.com/in-service-withdrawals/">In-Service Withdrawals: 401k withdrawals while you are still working</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=eOfsUT6gt5E:IzNc2uqi52U:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=eOfsUT6gt5E:IzNc2uqi52U:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=eOfsUT6gt5E:IzNc2uqi52U:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=eOfsUT6gt5E:IzNc2uqi52U:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=eOfsUT6gt5E:IzNc2uqi52U:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a 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http://feedproxy.google.com/~r/AffinityWealthAdvisors/~3/00FRqbyNn3E/ http://www.2affinity.com/buy-sell-basics/#comments Fri, 23 Dec 2011 17:34:39 +0000 alan http://www.2affinity.com/?p=1802 <p><p>Latest news and information from Affinity Wealth Advisors, including timely updates on financial planning, investing, retirement, and estate planning.</p><p>What is a buy-sell agreement? Business succession tool Events like the death, disability, or retirement of an owner don&#8217;t have to mean the end of the business. Business succession planning can provide for an orderly transition of ownership and business management, during lifetime or at death. One tool used in business succession planning is the <a href='http://www.2affinity.com/buy-sell-basics/'>[more...]</a></p></p><p><hr> <a href="http://www.2affinity.com/buy-sell-basics/">Buy-Sell Basics</a> <hr> <a href="http://www.2affinity.com">Affinity Wealth Advisors</a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:TzevzKxY174"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=TzevzKxY174" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:gIN9vFwOqvQ"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=00FRqbyNn3E:nP4lpaZt8CE:gIN9vFwOqvQ" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=l6gmwiTKsz0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:F7zBnMyn0Lo"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=00FRqbyNn3E:nP4lpaZt8CE:F7zBnMyn0Lo" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:V_sGLiPBpWU"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?i=00FRqbyNn3E:nP4lpaZt8CE:V_sGLiPBpWU" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?a=00FRqbyNn3E:nP4lpaZt8CE:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/AffinityWealthAdvisors?d=qj6IDK7rITs" border="0"></img></a> </div> http://www.2affinity.com/buy-sell-basics/feed/ 0 http://www.2affinity.com/buy-sell-basics/