Affinity Wealth Advisory Group

06/04/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

06/03/2026

Join us on Wednesday July 8th for our Wednesday Wealth Webinar: Reimagining Retirement

Discover how to turn every stage of retirement into a meaningful, fulfilling next chapter—join us to explore practical strategies for purpose, balance, and growth.

Register Here:
https://bit.ly/4dNuTUD

06/02/2026

Cybercrime is getting more sophisticated—and harder to detect. From one-time passcode scams to AI-powered fraud, today’s threats are designed to look more real than ever. Staying informed is one of the best ways to protect your personal information and financial assets.

This quick read highlights five key scams to watch for—and steps you can take to stay ahead.

🔗 Read more: https://bit.ly/4fmNEzw

06/02/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

06/01/2026

🐾 Mascot Monday 🐾
The real stars of the office:
🐶 Freddy — Kristin’s 13-year-old chiweenie, keeping everyone on their toes after a recent vet visit
🤠 Rocco — Jacob’s laid-back pup, bringing cowboy energy from Jerome
👑 Lily — Diyana’s sweet girl, turning 4 in style
🥽 Dean — Cole’s fearless companion, floating into the week

They may not sit in meetings, but they definitely lift the team.

06/01/2026

05/29/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

05/28/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

05/27/2026

Saving for College: Understanding Your Options

From 529 plans to other savings strategies, not all college funding options are created equal. 💡 Learn how different approaches work together to support your child’s future—without sacrificing your own goals.

👉 Read more: https://bit.ly/4tWPB99

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