Affinity Financial Group

03/12/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

02/12/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

01/22/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4qw6k2f may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

01/15/2026

This is happening tonight in the Community Room at 6:30! Come join us!

11/13/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

09/18/2025

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with big questions. That’s where I can help. With access to proprietary tools and insights backed by New York Life, you’ll get an extensive report to help you see your options clearly —maybe even in a new light. A better future starts with one conversation. Call me today for a free personalized report with no obligation.

09/03/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4ncoWlM to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

06/05/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

05/30/2025

Come see us at Senior Community Day today from 8:30am to 2:00pm.

https://smglakeshore.com/senior-community-day/

05/22/2025

Term life insurance offers valuable coverage for a set period — here’s how it works and when it makes sense to buy a policy.

Term life insurance offers affordable coverage for a set period — here’s how it works and when it makes sense to buy a policy.

05/15/2025

Estate planning can be complex and confusing. To help make it easier to understand, here are well thought out explanations, definitions and uses for some estate planning tools.

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.