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Newsletters : Affinity Advantage Financial
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Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety. Preparing to Retire in a Down Market.
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Our Location
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Please complete the contact form and we'll be in touch. AFFINITY ADVANTAGE FINANCIAL SOLUTIONS. 633 Rt. 211 East. Phone: 845-695-1000, x202. LEXCO Wealth Management, Inc. A Registered Investment Advisor. 120 White Plains Road, 1st Floor. Tarrytown, NY 10591. Http:/ www.lexcowealth.com/. 633 Rt. 211 East. Middletown, NY 10941. Take Route 17 West to Exit 120 - Middletown/Montgomery. Make a right onto Rt. 211 East. Travel .7 MIles passing the first traffic light - Galleria Mall entrance is on your right.
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Planning Ahead : Affinity Advantage Financial
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We can assist you with:. Financial Planning Helping You See the Big Picture. Why is financial planning important? The financial planning process. Resolving Projected Income Shortfalls: Bridging the Gap. Considering greater investment risk. Re-evaluate your standard of living in retirement. Determine your retirement income needs. Figure out how much you'll need to save. Build your retirement fund: Save, save, save. Understand your investment options. Where to Get Health Insurance. How does LTCI work?
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Retirement Planning : Affinity Advantage Financial
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Handling your finances can be complicated. With so many factors to consider, from retirement planning to long-term care insurance, you want to work with experts you not only like and. But an organization whose skills focus on the myriad financial issues you and your family face. Because your objectives drive your planning process, Tom encourages you to take the time to sit with them and develop your immediate and long-term goals. A partnership with Tom Ammons offers:. We offer a process that coordinates ...
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Helping and Protecting Family : Affinity Advantage Financial
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Helping and Protecting Family. We can assist you with:. How to pay for college? How much you should save? Learning about shifting income to lower brackets. Child retains parents' cost basis in gifted assets. Capital gains tax rates are lower for individuals in 10 and 15 percent tax brackets. To learn more contact us. Formation of a trust. Trust advantages and disadvantages. What is long-term care? Why you need long-term care insurance (LTCI)? How does LTCI work? How to have a conversation with Mom and Dad.
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Affinity Advantage Financial
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Handling your finances can be complicated. With so many factors to consider, from retirement planning to long-term care insurance, you want to work with experts you not only like and. But an organization whose skills focus on the myriad financial issues you and your family face. 633 Rt. 211 East. Middletown, NY 10941. 845-695-1000 ext. 202. A sound Financial Education. Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current.
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Calculators : Affinity Advantage Financial
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Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. Retirement Plan Early Distribution. Long-Term Care Self Insurance. LTCI Cost of Waiting. 633 Rt. 211 East. Phone: 845-695-1000, x202. Helping and Protecting Family. Enjoying and Protecting Lifestyle. All informa...
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Seminars/Events : Affinity Advantage Financial
http://www.affinityadvantage.com/Retire-In-Confidence.4.htm
633 Rt. 211 East. Phone: 845-695-1000, x202. Helping and Protecting Family. Enjoying and Protecting Lifestyle. Investments and Insurance Products:. Are not insured by the FDIC or by any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value. Securities and investment advisory services offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL and NY, Member FINRA. Of this financial professional on FINRA's BrokerCheck.
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Building a Legacy : Affinity Advantage Financial
http://www.affinityadvantage.com/Building-a-Legacy.15.htm
We can assist you with:. Wills and Powers of Attorney. What is a Power of Attorney? Durable Power of Attorney: Protecting Your Property against Incapacity. Durable Power of Attorney for Health Care/Health-Care Proxy. Steps to Estate Planning Success. Assuring the Smooth Distribution of Your Estate. Some Estate Planning services may be offered through a third party. Life Insurance at Various Life Stages. Comparison of Types of Life Insurance. What are the tax advantages of gifting? How can you make a gift?
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