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Kansas City Financial Planners | Overland Park Financial Advisers - Strategic Financial Planning and Asset Management

Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – May 14, 2015. May 14, 2015. Investment Commentary May 13, 2015 Dow 18,060.49 (5/13/15 close) S&P 500 2,098.48 (5/13/15 close) 10-year Treasury 2.28% (5/13/15 close) Last week demonstrated how equities and bonds have been mired in a meaningful rise in volatility, a shift partly driven by the recent tick higher in bond yields. The yield on the. Shoppers Wait for a Security Fix. May 11, 2015. May 7, 2015. May 4, 2015. Luckily, as...

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Kansas City Financial Planners | Overland Park Financial Advisers - Strategic Financial Planning and Asset Management | affinityassetblog.com Reviews

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Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – May 14, 2015. May 14, 2015. Investment Commentary May 13, 2015 Dow 18,060.49 (5/13/15 close) S&P 500 2,098.48 (5/13/15 close) 10-year Treasury 2.28% (5/13/15 close) Last week demonstrated how equities and bonds have been mired in a meaningful rise in volatility, a shift partly driven by the recent tick higher in bond yields. The yield on the. Shoppers Wait for a Security Fix. May 11, 2015. May 7, 2015. May 4, 2015. Luckily, as...

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Kansas City Financial Planners | Overland Park Financial Advisers - Strategic Financial Planning and Asset Management | affinityassetblog.com Reviews

https://affinityassetblog.com

Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – May 14, 2015. May 14, 2015. Investment Commentary May 13, 2015 Dow 18,060.49 (5/13/15 close) S&P 500 2,098.48 (5/13/15 close) 10-year Treasury 2.28% (5/13/15 close) Last week demonstrated how equities and bonds have been mired in a meaningful rise in volatility, a shift partly driven by the recent tick higher in bond yields. The yield on the. Shoppers Wait for a Security Fix. May 11, 2015. May 7, 2015. May 4, 2015. Luckily, as...

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Kansas City Financial Planners | Overland Park Financial Advisers - Page 23 of 26 - Strategic Financial Planning and Asset Management

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Strategic Financial Planning and Asset Management. Impact of Withdrawing Tax-Deferred Investments Early. July 22, 2013. For Mark Roberts’ Use: When you decided to make certain tax-deferred retirement investments, you were likely informed of the penalties you could face by withdrawing the funds before age 59 . Generally, taking this action will result in a 10 percent federal income tax penalty. However, in certain situations you may be allowed to make. Questions to Ask Your Financial Advisor. July 19, 2013.

2

Could a 1035 Exchange Help You?

http://affinityassetblog.com/could-a-1035-exchange-help-you

Strategic Financial Planning and Asset Management. Could a 1035 Exchange Help You? April 20, 2015. For Mark Roberts’ Use:. It is often said that we should all reevaluate our retirement plans and life insurance policies every few years, to make sure the measures we’re taking are in line with our needs and goals. But what if you discover that your annuity or life insurance policy no longer serves you well, or that a better deal is available elsewhere? Laquo; Affinity “Mark” et Minute – Ap...Affinity &#8220...

3

Online Shoppers Wait for a Security Fix

http://affinityassetblog.com/online-shoppers-wait-for-a-security-fix

Strategic Financial Planning and Asset Management. Shoppers Wait for a Security Fix. May 11, 2015. Posted in The Economy. For Mark Roberts’ Use:. Changes are coming soon. Throughout 2015, you may begin to see chip-enabled payment terminals appearing in your favorite retail locations. But since gas stations were exempted from the new liability rule until October 2017, continue to be on alert when you stop to fill up at the pump. Laquo; Affinity “Mark” et Minute – May 7, 2015. What is Your Succession Plan?

4

Affinity "Mark" et Minute - April 23, 2015

http://affinityassetblog.com/affinity-mark-et-minute-april-23-2015

Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – April 23, 2015. April 22, 2015. Posted in Market Updates. Investment Commentary April 20, 2015. Dow 17,826.30 (4/17/15 close) ( 0.02% YTD). S&P 500 2,081.18 (4/17/15 close)( 1.07% YTD). 10-year Treasury 1.85% (4/17/15 close) (-14.75% YTD). Stocks struggled last week amid more evidence that economic growth is not accelerating as expected. Renewed worries over the future of Greece also contributed to last week’s market action.

5

Kansas City Financial Planners | Overland Park Financial Advisers - Page 2 of 26 - Strategic Financial Planning and Asset Management

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Strategic Financial Planning and Asset Management. A Picture of a Happy Retirement. August 24, 2015. You’re looking forward to your retirement, but you may also feel a bit anxious. You might wonder what you will do all day once your career has ended, or whether you will even enjoy retirement. As you continue to prepare for retirement in a financial sense, take the time to mentally prepare yourself by learning. Affinity “Mark” et Minute – August 20, 2015. August 19, 2015. August 17, 2015. August 13, 2015.

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Kansas City Financial Planners | Overland Park Financial Advisers - Strategic Financial Planning and Asset Management

Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – May 14, 2015. May 14, 2015. Investment Commentary May 13, 2015 Dow 18,060.49 (5/13/15 close) S&P 500 2,098.48 (5/13/15 close) 10-year Treasury 2.28% (5/13/15 close) Last week demonstrated how equities and bonds have been mired in a meaningful rise in volatility, a shift partly driven by the recent tick higher in bond yields. The yield on the. Shoppers Wait for a Security Fix. May 11, 2015. May 7, 2015. May 4, 2015. Luckily, as...

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