Affinity Wealth Advisors Site Map
Focus Areas
- Business Solutions (26)
- Employee Benefits (2)
- Health insurance plans (1)
- Overview (1)
- Family Business (6)
- Key Employees (3)
- Nonqualified Plans (4)
- 409A (1)
- Overview (1)
- Top Hat Plans (1)
- Retirement Plans (9)
- 401k (3)
- Cross-tested Plans (1)
- Defined Benefit Plans (1)
- Roth 401(k) (2)
- Succession (5)
- Buy-Sell (2)
- Employee Benefits (2)
- In the news (17)
- Personal Solutions (58)
- Asset Protection (2)
- Fundamentals (1)
- Overview (1)
- Charitable giving (2)
- Children with Special Needs (2)
- Resources (1)
- College Savings (3)
- 529 Plans (1)
- Grandparents (1)
- Estate (8)
- Estate Planning Basics (1)
- Estate Taxes (5)
- Exclusion Portability (1)
- Family Limited Partnerships (1)
- New Rules (3)
- Financial Planning (6)
- Insurance (11)
- Disability (2)
- Health (3)
- Life (2)
- Long-term Care (4)
- Medicare (2)
- Investing (20)
- 401k and Pension (2)
- Alternative Investments (1)
- Annuities (2)
- Asset Allocation (4)
- IRAs (5)
- Tax Planning (5)
- Retirement Income (6)
- Social Security (4)
- Retirement Planning (6)
- Asset Protection (2)
- Uncategorized (9)
Monthly Archives
- May 2012 (1)
- April 2012 (3)
- March 2012 (1)
- January 2012 (12)
- December 2011 (10)
- November 2011 (6)
- October 2011 (1)
- September 2011 (6)
- August 2011 (3)
- July 2011 (5)
- June 2011 (8)
- April 2011 (16)
- March 2011 (19)
- February 2011 (1)
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Blog Posts
- Coming soon to an IRA portfolio near you: Longevity Annuities?
- New data on the solvency of Social Security and Medicare trust funds
- What’s next with the Estate Tax?
- Long-term care insurance: companies leaving the marketplace
- Current tax changes: keeping track of new and expiring provisions
- Section 409A
- Top Hat Plans
- Tax deduction for Long Term Care insurance increased
- New cost-basis reporting rules being phased in
- 2012 Tax Deadline Pushed to April 17th
- Uncle Sam Knows Asset Allocation?
- Retirement and Tax Planning: 2012
- Overview of Health Savings Plans
- Borrowing from Life Insurance Cash Value
- Global Stock Market Retrospective: 2011
- 2012 Financial Resolutions
- 2011 Calendar-year market returns
- In-Service Withdrawals: 401k withdrawals while you are still working
- Buy-Sell Basics
- Buy-Sell: in-depth considerations
- Long-Term Care—Annuity Hybrids: New alternative to long-term care insurance
- All about Self-Directed IRAs
- Monte Carlo Simulations
- The ‘Golden Handcuffs’ Concept
- Looking ahead: the upcoming health care changes, 2012-1014
- Financial Checklist for year-end, 2011
- New academic program for family business studies
- Believe it: US is now net exporter of petroleum
- 10 End-of-Year Tax Tips – 2011 Edition
- New student debt repayment plan
- Social Security and Medicare figures for 2012
- IRA and Retirement Plan Limits for 2012
- Life is made of stories…
- Employee Benefits Overview
- Medicare Open Enrollment: Dates have changed
- States owe Uncle Sam $38B for unemployment insurance
- Prof. Sylla: Think longer. No, longer.
- Cross-tested (new comparability) retirement plans
- Eddie Smith: Using Omnifocus for note-taking and writing
- The Stand-Up Desk Craze is (easier on the) back
- The spousal IRA rule
- Financial planning for divorced women
- Thinking of borrowing from your 401(k)?
- How, exactly, does one “get one’s affairs in order”?
- Alternative Investments: beyond stocks, bonds, and cash
- How grandparents can help with college costs
- Should you use the estate-tax exclusion amount now?
- What makes this nation great
- Estate Tax Changes Under the 2010 Act
- Estate (& Gift) Tax Exclusion Portability
- The New Estate Tax Rules
- General Resources for Children with Special Needs
- 2011: Mid-Year Income Tax Planning
- Crisis Investing?
- Special Needs Trusts
- All about 529 plans
- Health-care Reform
- ‘Molyneux’s question’ gets answered after 300 years
- Greentown’s rocket man getting ready for next launch – Canton, OH – CantonRep.com
- Maybe Older IS Better
- Social Security Planning
- Social Security: Truth & Myths
- Key Tax & Retirement Numbers (2011)
- The clock is ticking on capital gains
- Defined Benefit Plans
- Health Care Reform: Effect on Businesses
- The Roth 401(k)
- Family Limited Partnerships & LLCs
- So nice
- The pieces are falling into place
- IT Martini Wrap
- Trusteed IRAs
- Nonqualified Plans
- Asset Allocation
- Asset Protection Fundamentals
- Active vs. Passive Portfolio Management
- Basic Retirement Plan Options
- Family Business Succession Planning
- Disability Insurance Basics
- Life Insurance Overview
- Retirement Income Planning
- Retirement Planning Overview
- Financial Planning Overview
- Estate Planning 101
- Charitable Giving
- Investing for Retirement
- The CFP® Designation & its Meaning
- Personal Planning & Solutions
- Business Planning
- Business Succession Planning
- Questions about Long-term Care
- Tax-Free Charitable Contributions from IRAs Extended Once Again








