Affinity Wealth Advisory Group, based in Phoenix, AZ, is dedicated to informing and guiding individuals experiencing life transitions, such as widowhood, divorce, retirement or business liquidity. Take a look at the latest perspectives from our practice.

Widowhood & Survivor Planning: From Overwhelm to a Steady
March 13 By Kristin Evans, Financial Advisor

We're here to help guide you through the financial steps of survivor planning.

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Divorce Financial Planning: A Calm, Clear Path Forward
March 06 By Matt Hanna, Financial Advisor

Plan ahead to avoid irreversible mistakes and develop a settlement structure that makes sense for you.

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Caring for Aging Parents: A Plan That Respects Dignity
February 27 By Kristin Evans, Financial Advisor

How to build a plan that protects your family's long-term goals while respecting dignity and family.

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Early Retirement Planning: Defining the Next Chapter
February 23 By Renee A. Hanson, Private Wealth Advisor

High-achieving professionals who retire early find the most success when aligning their financial identity, goals, and purpose with their plan.

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Taxation – Step 3 of Securing Your Retirement
October 23 By Renee A. Hanson, Private Wealth Advisor

Strategically manage retirement income and minimize lifetime tax liability by choosing where you take withdrawals.

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Investment allocation – Step 2 of Securing Your Retirement
October 23 By Renee A. Hanson, Private Wealth Advisor

Optimal portfolios reflect your needs, values, and risk tolerance, not your age.

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Behavioral Finance
October 23 By Renee A. Hanson, Private Wealth Advisor

Shifting from saving to withdrawals in retirement can be emotional—confidence comes from aligning goals, values, and a solid plan.

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Distribution rate – Step 4 of Securing Your Retirement
October 23 By Renee A. Hanson, Private Wealth Advisor

Transitioning from saving to spending in retirement? Plan withdrawals wisely—less is more earlier on.

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Vision – Step 1 of Securing Your Retirement
October 23 By Renee A. Hanson, Private Wealth Advisor

For National Retirement Security Week, Step 1 for fulfilling retirement begins with a clear vision and purpose for your money.

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Divorce: Who Gets What?
October 10 By Renee A. Hanson, Private Wealth Advisor

Dividing marital assets equitably can be daunting. We can help!

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Early Retirement
October 10 By Renee A. Hanson, Private Wealth Advisor

Things to consider when considering whether to retire early.

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Cars and Money
October 10 By Renee A. Hanson, Private Wealth Advisor

We use our cars almost as much as we do our money. Planning and maintenance are essential to both and worth the time.

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Transition Planning for Cognitive Care
October 09 By Renee A. Hanson, Private Wealth Advisor

Steps to consider when planning for cognitive care.

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What Women Want from Their Wealth
October 09 By Renee A. Hanson, Private Wealth Advisor

Women have some unique perspectives on the nature and uses of wealth.

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Purposeful Planning
October 09 By Renee A. Hanson, Private Wealth Advisor

Purposeful planning is necessary to a successful retirement.

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“It wasn’t part of my plan … and then it was”
October 09 By Renee A. Hanson, Private Wealth Advisor

Things to consider when divorcing.

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DIY Investing
October 09 By Renee A. Hanson, Private Wealth Advisor

Things to consider before taking on the management of your own investments.

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Retire to Something
October 09 By Renee A. Hanson, Private Wealth Advisor

What do you plan to do once you retire? How do you decide?

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Fall and Fresh Beginnings
September 19 By Renee A. Hanson, Private Wealth Advisor

Fall transitions are similar to those we experience in life. How do our life experiences influence how we handle what is before us?

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Celebrating Grandparents on Grandparents Day
September 01 By Renee A. Hanson, Private Wealth Advisor

What lessons did your grandparents teach you?

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4 Steps for Catching up on Retirement Savings
August 20 By Kristin Evans, MBA, CFP®, CEPA®, APMA™

Have you saved enough for retirement? If not, we can help you fill the gap.

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The $419 Sock & Risk Management
August 05 By Matthew Hanna, CFP®, CDFA®, APMA™

Markets, like life, can throw us curveballs. Managing risk is important in both.

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Building Value in Your Business with Structural Capital
July 17 By Kristin Evans, MBA, CFP®, CEPA®, APMA®

How can you make your business more attractive to potential buyers?

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Independence Day: A Path to Freedom
July 03 By Kristin Evans, MBA, CFP®, CEPA®, APMA®

July 4th is both a celebration of our country's independence and a reminder of our ability to live our life on our own terms.

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