Your Life. Your Future. Our Mission. Securities offered through LPL Financial, Member SIPC https://xitter.cf/t.co/RNYg1NciwA

Joined December 2022
Here's how legal preparedness can help your business recover from unexpected accidents. tinybfs.com/t/jLLgsd
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A tribute to Mike Ditka from Jason Gay in the Wall Street Journal. The Hall of Fame player, head coach and pitchman—and Windy City institution—dies at 86. tinybfs.com/t/wfSbRZ
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Many retirees encounter a crucial, often overlooked, tax planning window: the "gap years" between stopping work and starting Social Security or RMDs. tinybfs.com/t/Cb3ZRL
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Amount of earnings subject to Social Security tax will rise to $192,300 tinybfs.com/t/GZ7Okc
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Millennials are closing the retirement-savings gap with older generations, but the headline averages mask how far behind many still are. tinybfs.com/t/JrL6nY
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Social Security recipients can get an additional benefit for dependent children, which alters the calculation about when to draw benefits. tinybfs.com/t/DflKoK
American seniors are the fastest-growing group of renters in the country, with the number of renters aged 65 and older surging by 30% between 2013 and 2023. tinybfs.com/t/QwTdjC
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It’s the bond market that everyone is focused on, and it’s the focus of Robin Wigglesworth‘s new book, “A Fabulous Debt.” He joins the Express to discuss the history of bonds and why they are so pivotal amid the geopolitical tension tinybfs.com/t/za5riU
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Wondering what to expect from the bond market through the remainder of 2026? Discover expert forecasts on interest rates, Treasury yields and bond portfolio strategies. tinybfs.com/t/EAsyY4
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Golf has never been more popular — and golfers have never been more upset. tinybfs.com/t/8lp9Nx
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You deserve a future that gives you a “face pressed up against the glass” moment. tinybfs.com/t/3cn2I9
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New research from the Employee Benefit Research Institute finds that HSA holders aren’t taking full advantage of the triple tax benefits the accounts can afford. tinybfs.com/t/lXLLH6
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Mike Wilson, Morgan Stanley chief US equity strategist and CIO, talks about using gold as a defensive asset to protect your portfolio. tinybfs.com/t/ddNkAU
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Happy Labor Day 2026! Affinity Investment Services honors our hard working members and all those who have built our strong nation!! Thank you for your tireless commitment and enjoy your day!
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Unwell and fearing burnout, Tina Bonnano considered retiring from KPMG after 10 years in the job. However, she wasn't ready to "jump off the cliff". tinybfs.com/t/h9jMkX
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The digital environment makes it so easy to spend money. The key is to put a little friction between us and our purchases. tinybfs.com/t/v8RgOp
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See which NFL players owe the most jock tax in 2026, with a state-by-state breakdown of duty days, training camp sites, and nine international games. tinybfs.com/t/sK38Ul
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