Affinity Investment Group, LLC

Affinity Investment Group, LLC Our team brings a holistic approach to financial and estate planning. Helping families create, preserve and manage finances

The Choice Driven Lifestyle - One of Your Biggest Choices
04/20/2026

The Choice Driven Lifestyle - One of Your Biggest Choices

Thinking about a Choice Driven Lifestyle where work is an option? Important to think about what comes next...

Tax Planning Doesn't End with a Filed Return
03/20/2026

Tax Planning Doesn't End with a Filed Return

Many people feel a sense of relief when their tax return is filed—especially if a refund is on the way. While it can feel like a bonus check, it’s worth remembering what a refund actually represents: money you already earned but temporarily loaned to the government throughout the year.

Tax Planning vs. Tax Preparation: They're Not the Same Thing
02/10/2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed.

What 2025 Taught Us About Staying the Course
01/14/2026

What 2025 Taught Us About Staying the Course

Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.2025 M...

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)
12/08/2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

These conversations aren’t easy.Bringing up long-term care or estate planning with aging parents can feel like driving down a New England road filled with potholes—uncomfortable, emotional, maybe even a little intrusive.But if you wait until something happens—a fall, a diagnosis, a hospital st...

Rethinking Retirement: Why True Wealth Is More Than Money
11/11/2025

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement to make "work optional!" Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat....

Overlooked Retirement Expenses (And How to Plan for Them)
09/16/2025

Overlooked Retirement Expenses (And How to Plan for Them)

A comfortable retirement doesn’t come with a fixed price tag.Expenses can change over time, and some of the most important ones are easy to overlook.That’s one reason about 45% of retirees could run out of money in retirement.1The good news? That outcome isn’t inevitable. The key is recognizin...

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
07/24/2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.”1All-time highs have an interesting effect on investor be...

06/10/2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable,...

How to Stay Invested in Volatile Markets Without Losing Sleep
04/14/2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive.But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has his...

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18 Hampton Road, Suite 7
Exeter, NH
03833

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