Affinity Wealth

Affinity Wealth At Affinity, we take a distinctly unique approach to investment management and financial planning

Financial Planner
Securities Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Advisory Services Offered Through Client One Securities, LLC and ChangePath, LLC. Affinity Asset Management, LLC, ChangePath, LLC and Client One Securities, LLC are separate entities.

Your credit score plays a critical role in your financial life. It affects your ability to qualify for loans, secure fav...
04/09/2026

Your credit score plays a critical role in your financial life. It affects your ability to qualify for loans, secure favorable interest rates, rent a home, and sometimes even land a job. Despite its importance, many people unknowingly make decisions that damage their credit over time.

Your credit score plays a critical role in your financial life. It affects your ability to qualify for loans, secure favorable interest rates, rent a home, and sometimes even land a job. Despite its importance, many people unknowingly make decisions that damage their credit over time. Understanding....

As April 15 approaches, many taxpayers find themselves rushing to gather documents and finalize their federal income tax...
04/02/2026

As April 15 approaches, many taxpayers find themselves rushing to gather documents and finalize their federal income tax returns. While it can be tempting to push through and file at the last minute, rushing often leads to mistakes that can be costly and time-consuming to fix later.

As April 15 approaches, many taxpayers find themselves rushing to gather documents and finalize their federal income tax returns. While it can be tempting to push through and file at the last minute, rushing often leads to mistakes that can be costly and time-consuming to fix later. We want to remin...

RMDs generally begin at age 73 for most retirement accounts such as traditional IRAs and 401(k) plans. Because these wit...
03/05/2026

RMDs generally begin at age 73 for most retirement accounts such as traditional IRAs and 401(k) plans. Because these withdrawals are typically taxed as ordinary income, they increase your adjusted gross income for the year. Here's what you should know...

As you enter retirement, Required Minimum Distributions, commonly known as RMDs, become an important part of your financial picture. While many retirees understand that RMDs are mandatory withdrawals from certain retirement accounts, fewer realize how these distributions can affect Medicare premiums...

Saving for retirement is only half the equation. How you withdraw those savings can have a major impact on how long your...
02/20/2026

Saving for retirement is only half the equation. How you withdraw those savings can have a major impact on how long your money lasts and how much you ultimately pay in taxes. Here's what you should know...

Saving for retirement is only half the equation. How you withdraw those savings can have a major impact on how long your money lasts and how much you ultimately pay in taxes. A thoughtful, tax-efficient withdrawal strategy, often called withdrawal sequencing, is designed to reduce your lifetime tax....

The beginning of a new year is an ideal time to pause and evaluate your progress toward retirement. While retirement pla...
01/22/2026

The beginning of a new year is an ideal time to pause and evaluate your progress toward retirement. While retirement planning is often viewed as a long-term endeavor, small annual adjustments can make a meaningful difference over time.

The beginning of a new year is an ideal time to pause and evaluate your progress toward retirement. While retirement planning is often viewed as a long-term endeavor, small annual adjustments can make a meaningful difference over time. A New Year retirement check-in helps ensure your strategy still....

Thoughtful planning now can help reduce stress later and ensure that short-term decisions align with bigger life goals. ...
01/07/2026

Thoughtful planning now can help reduce stress later and ensure that short-term decisions align with bigger life goals. From saving for education to protecting income and planning cash flow, a proactive approach can make a meaningful difference.

As a new year approaches, many families and working professionals take time to evaluate their financial picture and consider what adjustments will set them up for long term stability. Thoughtful planning now can help reduce stress later and ensure that short-term decisions align with bigger life goa...

Most of us realize that the economy is cyclical in nature and has periods of ups and downs. This becomes incredibly impo...
11/20/2025

Most of us realize that the economy is cyclical in nature and has periods of ups and downs. This becomes incredibly important to remember when we see volatility. Here are a few things to think about in today's economic climate.

Understanding economic cycles is fundamental for both business decision-making and personal financial planning. The economy naturally moves through phases of expansion, peak, contraction, and recovery. Knowing where we stand today can inform smarter choices for your future. What Are the Phases? In t...

Is early retirement a realistic goal, or just a fantasy? The answer depends largely on planning, discipline, and underst...
11/06/2025

Is early retirement a realistic goal, or just a fantasy? The answer depends largely on planning, discipline, and understanding what early retirement really requires.

For many people, the idea of retiring early, perhaps in their 50s or even 40s, sounds like a dream come true. The freedom to travel, spend more time with family, or pursue passions without financial stress is deeply appealing. But is early retirement a realistic goal, or just a fantasy? The answer d...

When people want to know how the economy is doing, they often look at the stock market. However, the stock market is no...
10/09/2025

When people want to know how the economy is doing, they often look at the stock market. However, the stock market is not always a perfect reflection of what is happening in the broader economy.

When people want to know how the economy is doing, they often look at the stock market. Rising stock prices can give the impression that everything is strong and healthy, while a market downturn may feel like a sign of economic trouble. The truth, however, is that the stock market is not always a pe...

Fall is the perfect season to tidy up more than just your home. Organizing your accounts now can give you peace of mind,...
09/25/2025

Fall is the perfect season to tidy up more than just your home. Organizing your accounts now can give you peace of mind, prevent year-end stress, and set you up for a stronger start in the new year.

As the leaves change and the year begins winding down, fall is the perfect season to tidy up more than just your home. Before the rush of the holidays sets in, take some time for a financial “fall cleaning.” Organizing your accounts now can give you peace of mind, prevent year-end stress, and se...

Passing on wealth isn’t just about what you leave; it’s also about how you leave it. Without proper planning, your legac...
09/19/2025

Passing on wealth isn’t just about what you leave; it’s also about how you leave it. Without proper planning, your legacy could unintentionally create confusion, stress, or financial hardship for your heirs.

When most people think about legacy planning, they picture leaving money, property, or investments behind for loved ones. But passing on wealth isn’t just about what you leave; it’s also about how you leave it. Without proper planning, your legacy could unintentionally create confusion, stress, ...

Address

13220 Metcalf Avenue Suite 220
Overland Park, KS
66213

Opening Hours

Monday 7:30am - 5:30pm
Tuesday 7:30am - 5:30pm
Wednesday 7:30am - 5:30pm
Thursday 7:30am - 5:30pm

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