Affinity Financial Solutions, LLC

06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

05/14/2026

Last week offered something relatively rare: the economy lost speed without losing its footing, thanks to moderating wages and steady business activity. However, the main risk remains inflation, which is still above the Federal Reserve's target. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

04/15/2026

April is Financial Literacy Month, making now a perfect time to refresh your knowledge about a few aspects of your life insurance policy. These policies aren’t just a tool to take care of your family after you’re gone; they are also an important part of your financial picture during your lifetime. Swipe for a few common questions that can help.

If you have specific questions about your policy or want to schedule a review to make sure your coverage is keeping up with your needs, give us a call. We’re here to help guide you.

04/05/2026

We’ll hop right to it: We hope all of you have a wonderful Easter, filled with meaningful moments, time with loved ones — and maybe a chocolate egg or two!

As always, if you have any questions or needs this spring, don’t hesitate to reach out. We’re all “ears!”

04/01/2026

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation that was already proving hard to tame. A big story from March was the March 17-18 Federal Reserve (Fed) meeting, which saw the Fed hold rates steady. Swipe through for more information about where markets ended in March and what’s driving the numbers.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

03/26/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

03/24/2026

March is National Credit Education Month, a time dedicated to understanding and improving one important aspect of your financial health: your credit. You might know that your credit score plays a big role in borrowing, but do you know what affects it behind the scenes? Take our short quiz to find out!

Looking for more personalized tips on reaching your financial goals? Give us a call today. We’re here to help you take the next step toward a stronger financial future.

03/23/2026

The Federal Reserve (Fed) concluded its first policy meeting of 2026 on March 18th, opting to hold interest rates steady. Below is an overview of the key takeaways from the meeting and what this may mean moving forward.

Know that we are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

03/23/2026

Registration for New England Donor Services 2026 Connecticut Blue & Green Walk/5K is officially open! Join New England Donor Services on April 26th in Bloomfield, CT as we remember those who gave through donation, honor living donors, and celebrate lives renewed through transplantation. Funds raised help support vital campaigns and community education about the importance of joining the Donor Registry. Let’s take steps together to make a difference!

The 2026 Connecticut Blue & Green Walk/5K is our region's premier event dedicated to raising awareness for organ and tissue donation. This inspiring day brings together donor families, transplant recipients, living donors, and community supporters to celebrate the Gift of Life.