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.

Many people assume that investing is simply about earning the highest possible return, but successful investing is reall...
06/17/2026

Many people assume that investing is simply about earning the highest possible return, but successful investing is really about balancing risk and reward in a way that aligns with your goals, timeline, and financial situation.

One of the most important questions investors can ask is whether their portfolio is taking the right amount of risk. Many people assume that investing is simply about earning the highest possible return, but successful investing is really about balancing risk and reward in a way that aligns with you...

One of the most well-known guidelines is the 4 percent rule, a simple approach designed to help retirees create a steady...
06/11/2026

One of the most well-known guidelines is the 4 percent rule, a simple approach designed to help retirees create a steady income while preserving their savings. But does it still hold up in today’s financial environment?

Planning how to withdraw your savings in retirement can feel overwhelming. One of the most well-known guidelines is the 4 percent rule, a simple approach designed to help retirees create a steady income while preserving their savings. But does it still hold up in today’s financial environment? Wha...

While many people try to manage their savings and investments on their own, working with a financial advisor can provide...
06/05/2026

While many people try to manage their savings and investments on their own, working with a financial advisor can provide clarity, structure, and confidence throughout the process.

Planning for retirement is one of the most important financial decisions you will make. While many people try to manage their savings and investments on their own, working with a financial advisor can provide clarity, structure, and confidence throughout the process. A Clear, Personalized Plan One o...

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...

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

Website

Alerts

Be the first to know and let us send you an email when Affinity Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category