Affinity Wealth Advisors Site Map
Business Solutions [9], Employee Benefits [4], Health insurance plans [3], Overview of Employee Benefits [1], Family Business [6], Family Limited Partnerships [1], Key Employees [3], Nonqualified Plans [3], 409A [1], Overview of Nonqualified Plans [1], Top Hat Plans [1], Retirement Plans [9], 401k [4], Cross-tested Plans [1], Defined Benefit Plans [1], Roth 401(k) [4], Succession [5], Buy-Sell [2], In the news [19], Personal Solutions [6], Asset Protection [3], Asset Protection: Introduction [1], Fundamentals [1], Charitable giving [2], Children with Special Needs [3], Resources [2], Trusts [1], College Savings [3], 529 Plans [1], Grandparents [1], Estate [4], Estate Basics [1], Estate Taxes [5], Exclusion Portability [1], Family Partnerships [1], New Rules [3], Financial Planning [6], Divorce [1], Overview [1], For Women [11], Insurance [2], Disability [2], Health [6], Life [2], Long-term Care [4], Medicare [4], Investing [5], 401k and Pension [3], Alternative Investments [1], Annuities [2], Asset Allocation [3], IRAs [7], Tax Planning [8], Retirement Income [6], Social Security [5], Retirement Planning [10], Seniors [1], Uncategorized [3]
Business Solutions [9] ↑
- 2018-01-12 Key Numbers 2018
- 2018-01-11 Tax Cuts and Jobs Act: Impact on Businesses
- 2012-05-15 Effect of the JOBS Act on start-up companies and their investors
- 2012-03-15 Current tax changes: keeping track of new and expiring provisions (2012)
- 2011-12-20 The 'Golden Handcuffs' Concept
- 2011-12-19 Looking ahead: the upcoming health care changes, 2012-1014
- 2011-10-24 Employee Benefits Overview
- 2011-04-05 Key Tax & Retirement Numbers (2011)
- 2011-04-04 Health Care Reform: Effect on Businesses (2011)
Employee Benefits [4] ↑
- 2018-01-12 Key Numbers 2018
- 2012-06-29 Implications of the Supreme Court's 2012 health care decision
- 2011-12-19 Looking ahead: the upcoming health care changes, 2012-1014
- 2011-10-24 Employee Benefits Overview
Health insurance plans [3] ↑
- 2014-01-17 Flexible Spending Accounts: Spend-down rule relaxed
- 2012-06-29 Implications of the Supreme Court's 2012 health care decision
- 2011-12-19 Looking ahead: the upcoming health care changes, 2012-1014
Overview of Employee Benefits [1] ↑
- 2011-10-24 Employee Benefits Overview
Family Business [6] ↑
- 2012-05-15 Effect of the JOBS Act on start-up companies and their investors
- 2012-04-26 What's next with the Estate Tax? (2012)
- 2011-12-19 Financial Checklist for year-end, 2011
- 2011-06-30 The New Estate Tax Rules (2011)
- 2011-04-03 Family Limited Partnerships & LLCs
- 2011-03-27 Family Business Succession Planning
Family Limited Partnerships [1] ↑
- 2011-04-03 Family Limited Partnerships & LLCs
Key Employees [3] ↑
- 2012-01-28 Top Hat Plans
- 2011-12-20 The 'Golden Handcuffs' Concept
- 2011-03-30 Nonqualified Plans
Nonqualified Plans [3] ↑
- 2012-01-28 Top Hat Plans
- 2011-12-20 The 'Golden Handcuffs' Concept
- 2011-03-30 Nonqualified Plans
409A [1] ↑
- 2012-01-28 Section 409A
Overview of Nonqualified Plans [1] ↑
- 2011-03-30 Nonqualified Plans
Top Hat Plans [1] ↑
- 2012-01-28 Top Hat Plans
Retirement Plans [9] ↑
- 2018-01-12 Key Numbers 2018
- 2017-03-16 2017 Key Retirement Planning Numbers
- 2015-06-22 Retirement Survey: Results Show Increasing Confidence With Planning
- 2014-01-31 What you need to know about myRAs
- 2013-01-09 ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
- 2011-12-19 Financial Checklist for year-end, 2011
- 2011-11-12 IRA and Retirement Plan Limits for 2012
- 2011-04-05 Key Tax & Retirement Numbers (2011)
- 2011-03-29 Basic Retirement Plan Options
401k [4] ↑
- 2014-10-09 Simplified Rollover of After-Tax Dollars from 401(k) Plans
- 2011-12-30 In-Service Withdrawals: 401k withdrawals while you are still working
- 2011-08-01 Thinking of borrowing from your 401(k)?
- 2011-04-04 The Roth 401(k)
Cross-tested Plans [1] ↑
Defined Benefit Plans [1] ↑
- 2011-04-04 Defined Benefit Plans
Roth 401(k) [4] ↑
Succession [5] ↑
- 2011-12-23 Buy-Sell Basics
- 2011-12-23 Buy-Sell: in-depth considerations
- 2011-06-30 The New Estate Tax Rules (2011)
- 2011-03-27 Family Business Succession Planning
- 2011-03-25 Business Succession Planning
Buy-Sell [2] ↑
- 2011-12-23 Buy-Sell Basics
- 2011-12-23 Buy-Sell: in-depth considerations
In the news [19] ↑
- 2014-01-31 What you need to know about myRAs
- 2014-01-17 Flexible Spending Accounts: Spend-down rule relaxed
- 2013-09-12 IRS Tax Guidance on Same-Sex Marriage
- 2013-01-09 ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
- 2012-06-29 Implications of the Supreme Court's 2012 health care decision
- 2012-05-15 Effect of the JOBS Act on start-up companies and their investors
- 2012-05-01 Coming soon to an IRA portfolio near you: Longevity Annuities?
- 2012-04-27 New data on the solvency of Social Security and Medicare trust funds (2012)
- 2012-04-26 What's next with the Estate Tax? (2012)
- 2012-04-07 Long-term care insurance: companies leaving the marketplace
- 2012-03-15 Current tax changes: keeping track of new and expiring provisions (2012)
- 2012-01-24 Tax deduction for Long Term Care insurance increased
- 2012-01-19 New cost-basis reporting rules being phased in
- 2012-01-17 2012 Tax Deadline Pushed to April 17th
- 2012-01-03 Global Stock Market Retrospective: 2011
- 2011-11-29 Believe it: US is now net exporter of petroleum
- 2011-11-11 Life is made of stories...
- 2011-09-28 States owe Uncle Sam $38B for unemployment insurance
- 2011-09-02 The Stand-Up Desk Craze is (easier on the) back
Personal Solutions [6] ↑
- 2018-01-12 Key Numbers 2018
- 2018-01-12 Tax Cuts and Jobs Act: Impact on Individuals
- 2017-03-17 A Retirement Income Roadmap for Women
- 2012-03-15 Current tax changes: keeping track of new and expiring provisions (2012)
- 2012-01-03 Global Stock Market Retrospective: 2011
- 2011-04-05 Key Tax & Retirement Numbers (2011)
Asset Protection [3] ↑
- 2012-09-25 Professional Women: Asset protection
- 2011-03-30 Asset Allocation
- 2011-03-30 Asset Protection Fundamentals
Asset Protection: Introduction [1] ↑
- 2011-03-30 Asset Protection Fundamentals
Fundamentals [1] ↑
- 2011-03-30 Asset Protection Fundamentals
Charitable giving [2] ↑
- 2013-01-09 ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
- 2011-03-25 Charitable Giving
Children with Special Needs [3] ↑
- 2013-04-22 [Link]: The Autoimmune Disabilities Guide for Moms
- 2011-06-29 General Resources for Children with Special Needs
- 2011-06-15 Special Needs Trusts
Resources [2] ↑
- 2013-04-22 [Link]: The Autoimmune Disabilities Guide for Moms
- 2011-06-29 General Resources for Children with Special Needs
Trusts [1] ↑
- 2011-06-15 Special Needs Trusts
College Savings [3] ↑
- 2011-11-19 New student debt repayment plan (2011)
- 2011-07-06 How grandparents can help with college costs
- 2011-06-13 All about 529 plans
529 Plans [1] ↑
- 2011-06-13 All about 529 plans
Grandparents [1] ↑
- 2011-07-06 How grandparents can help with college costs
Estate [4] ↑
- 2012-04-26 What's next with the Estate Tax? (2012)
- 2011-07-12 How, exactly, does one "get one's affairs in order"?
- 2011-06-30 The New Estate Tax Rules (2011)
- 2011-03-25 Estate Planning 101
Estate Basics [1] ↑
- 2011-03-25 Estate Planning 101
Estate Taxes [5] ↑
- 2012-04-26 What's next with the Estate Tax? (2012)
- 2011-07-05 Should you use the estate-tax exclusion amount now? (2011)
- 2011-06-30 Estate Tax Changes Under the 2010 Act
- 2011-06-30 Estate (& Gift) Tax Exclusion Portability
- 2011-06-30 The New Estate Tax Rules (2011)
Exclusion Portability [1] ↑
- 2011-06-30 Estate (& Gift) Tax Exclusion Portability
Family Partnerships [1] ↑
- 2011-04-03 Family Limited Partnerships & LLCs
New Rules [3] ↑
- 2011-07-05 Should you use the estate-tax exclusion amount now? (2011)
- 2011-06-30 Estate Tax Changes Under the 2010 Act
- 2011-06-30 The New Estate Tax Rules (2011)
Financial Planning [6] ↑
- 2018-01-12 Key Numbers 2018
- 2013-09-12 IRS Tax Guidance on Same-Sex Marriage
- 2012-01-13 Uncle Sam Knows Asset Allocation?
- 2011-08-23 Financial planning for divorced women
- 2011-07-12 How, exactly, does one "get one's affairs in order"?
- 2011-03-25 Financial Planning Overview
Divorce [1] ↑
- 2011-08-23 Financial planning for divorced women
Overview [1] ↑
- 2011-03-25 Financial Planning Overview
For Women [11] ↑
- 2017-03-17 A Retirement Income Roadmap for Women
- 2013-09-12 IRS Tax Guidance on Same-Sex Marriage
- 2013-04-22 [Link]: The Autoimmune Disabilities Guide for Moms
- 2012-09-25 Loss of a spouse
- 2012-09-25 Professional Women: Asset protection
- 2012-09-24 Healthcare for Women in Retirement
- 2012-07-12 New financial resources for women
- 2012-07-12 Women: Taking Control of Money
- 2012-07-12 Is financial planning for women different than for men?
- 2012-07-10 Four things women should know about Social Security
- 2011-08-23 Financial planning for divorced women
Insurance [2] ↑
- 2012-06-29 Implications of the Supreme Court's 2012 health care decision
- 2012-04-07 Long-term care insurance: companies leaving the marketplace
Disability [2] ↑
- 2011-12-22 Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
- 2011-03-27 Disability Insurance Basics
Health [6] ↑
- 2017-03-15 Essential Facts about the American Healthcare Act
- 2014-01-17 Flexible Spending Accounts: Spend-down rule relaxed
- 2012-09-24 Healthcare for Women in Retirement
- 2012-01-07 Overview of Health Savings Plans
- 2011-12-22 Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
- 2011-04-11 Health-care Reform (2011)
Life [2] ↑
- 2012-01-05 Borrowing from Life Insurance Cash Value
- 2011-03-26 Life Insurance Overview
Long-term Care [4] ↑
- 2012-04-07 Long-term care insurance: companies leaving the marketplace
- 2012-01-24 Tax deduction for Long Term Care insurance increased
- 2011-12-22 Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
- 2011-03-24 Questions about Long-term Care
Medicare [4] ↑
- 2018-10-10 Medicare Open Enrollment Oct. 15 2018
- 2015-06-17 2015 Changes to Medicare
- 2012-04-27 New data on the solvency of Social Security and Medicare trust funds (2012)
- 2011-09-29 2011 Medicare Open Enrollment: Dates have changed
Investing [5] ↑
- 2012-01-19 New cost-basis reporting rules being phased in
- 2012-01-03 Global Stock Market Retrospective: 2011
- 2011-12-22 All about Self-Directed IRAs
- 2011-07-07 Alternative Investments: beyond stocks, bonds, and cash
- 2011-03-29 Active vs. Passive Portfolio Management
401k and Pension [3] ↑
- 2015-06-22 Retirement Survey: Results Show Increasing Confidence With Planning
- 2011-12-30 In-Service Withdrawals: 401k withdrawals while you are still working
- 2011-08-01 Thinking of borrowing from your 401(k)?
Alternative Investments [1] ↑
Annuities [2] ↑
- 2012-05-01 Coming soon to an IRA portfolio near you: Longevity Annuities?
- 2011-12-22 Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
Asset Allocation [3] ↑
- 2012-01-13 Uncle Sam Knows Asset Allocation?
- 2011-07-07 Alternative Investments: beyond stocks, bonds, and cash
- 2011-03-30 Asset Allocation
IRAs [7] ↑
- 2018-01-12 Key Numbers 2018
- 2015-06-22 Retirement Survey: Results Show Increasing Confidence With Planning
- 2013-01-09 ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
- 2012-05-01 Coming soon to an IRA portfolio near you: Longevity Annuities?
- 2011-12-22 All about Self-Directed IRAs
- 2011-08-31 The spousal IRA rule
- 2011-04-01 Trusteed IRAs
Tax Planning [8] ↑
- 2018-01-12 Key Numbers 2018
- 2018-01-12 Tax Cuts and Jobs Act: Impact on Individuals
- 2017-03-16 2017 Key Income Tax Numbers
- 2013-09-12 IRS Tax Guidance on Same-Sex Marriage
- 2012-01-19 New cost-basis reporting rules being phased in
- 2012-01-09 Retirement and Tax Planning: 2012
- 2011-11-28 10 End-of-Year Tax Tips - 2011 Edition
- 2011-06-28 2011: Mid-Year Income Tax Planning
Retirement Income [6] ↑
- 2018-10-10 Medicare Open Enrollment Oct. 15 2018
- 2017-03-17 A Retirement Income Roadmap for Women
- 2012-05-01 Coming soon to an IRA portfolio near you: Longevity Annuities?
- 2011-04-05 Social Security Planning (2011)
- 2011-04-05 Social Security: Truth & Myths
- 2011-03-25 Retirement Income Planning
Social Security [5] ↑
- 2012-07-10 Four things women should know about Social Security
- 2012-04-27 New data on the solvency of Social Security and Medicare trust funds (2012)
- 2011-11-14 Social Security and Medicare figures for 2012
- 2011-04-05 Social Security Planning (2011)
- 2011-04-05 Social Security: Truth & Myths
Retirement Planning [10] ↑
- 2017-03-17 A Retirement Income Roadmap for Women
- 2017-03-16 2017 Key Retirement Planning Numbers
- 2015-06-22 Retirement Survey: Results Show Increasing Confidence With Planning
- 2014-01-31 What you need to know about myRAs
- 2012-01-09 Retirement and Tax Planning: 2012
- 2011-12-22 Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
- 2011-12-21 Monte Carlo Simulations
- 2011-04-05 Key Tax & Retirement Numbers (2011)
- 2011-03-25 Retirement Planning Overview
- 2011-03-25 Investing for Retirement
Seniors [1] ↑
- 2018-10-10 Medicare Open Enrollment Oct. 15 2018
Uncategorized [3] ↑
- 2018-01-12 Tax Cuts and Jobs Act: Impact on Individuals
- 2012-01-28 Top Hat Plans
- 2011-04-07 Maybe Older IS Better