Affinity Wealth Solutions
Trusted financial guidance for your lifestyle™
1828 East Fort Union Blvd, Salt Lake City, UT 84121 801.403.5230
Trusted financial guidance for your lifestyle™
Trusted financial guidance for your lifestyle(TM)
Working with small business owners, singles, domestic partners,
and members of the LGBT community
and members of the LGBT community
Lisa M. Winward
MBA, CPRC®
MBA, CPRC®
Welcome to
Affinity Wealth Solutions.
What I enjoy most about being a wealth manager and financial planner is the opportunity to make a difference in people’s lives. I’ve been managing money since I was a kid. My Mother has always teased me that I still have the first dollar I ever made – which isn’t true. I like to save, but I also like to spend – buying things that bring comfort to me and others, including my dogs, Miss Maddie and Mr. Ollie.
Lisa
Start improving your financial status today.
email me or call (801) 403-5230 for a complimentary consultation.
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Please know your information will be kept in strictest confidence. I never share my email or client lists with anyone.
Glossary of
Financial Terms
Our glossary is an excellent resource. Download it for free.
Did you know ...
2010 is the year to rollover your IRA?
Recent years have seen a flurry of legislation impacting
retirement plans. Here are some of the more significant changes that take
effect in 2010. Nonspouse rollovers must be permitted The Pension Protection
Act of 2006 allowed, for the first time, nonspouse beneficiaries to make a
direct rollover of inherited funds from an employer plan to an IRA. While the
provision seemed fairly straightforward at the time, confusion arose as to
whether plans were actually required to allow these rollovers. Congress addressed this in the Worker, Retiree, and Employer Recovery Act of 2008-- beginning in 2010, employer plans must let non-spouse beneficiaries make a direct rollover to an IRA if they so choose. The new law also clarified that prior to 2010 employer plans could, but were not required to, allow the rollovers.
IRA conversions for (almost) everyone!
Beginning in 2010, if you own a traditional IRA, you'll be able to convert it to a Roth IRA. read more
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"A road well begun is the battle half won. The important thing is make a beginning and get underway."
Soren Kierkegaard (1813-1855) |
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Is your financial plan ready for this decade?
Our national economy and world events create anxiety and questions about what to do next. And, no single retirement plan works for everyone.
Meet with me for a complimentary consultation. I promise it will be informative and helpful.
How do You Define Wealth?
What I’ve found is that wealth and financial independence is defined differently by every person I meet.
To one person it may mean:
- The opportunity to provide humanitarian service around the world
- Freedom to travel and make new friends and learn about different cultures
- Being able to visit children and grandchildren, especially for special events
To others it may mean:
- Living comfortably and not becoming a financial burden to family members
- Making an endowment to a school or cause they’re passionate about
- Leaving a legacy for future generations
For more information on your definition of wealth click here.
