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Estate planning is not only for the wealthy or for later in life. It is an important part of protecting the people, assets, and financial See more
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Learn what the projected 2.8% Social Security COLA increase for 2026 could mean for retirement income and purchasing power. Understand how inflation and rising expenses See more
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A well-designed 401(k) plan can do more than support employees’ retirement goals. It can also strengthen recruitment, retention, and confidence in your overall benefits strategy. See more
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Learn how potential Medicare Part B premium increases in 2026 could affect retirement healthcare costs and income planning. Understand the key factors retirees should evaluate See more
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As September draws to a close, this is a valuable time to revisit the financial goals that matter most to you. Whether you are preparing See more
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Learn how IRMAA surcharges can increase Medicare costs and how retirement income planning may help manage those premiums. Understand the impact of withdrawals, capital gains, See more
Money Managers Blog
National Wellness Month and Employee Health Coverage
National Wellness Month is an opportunity for business owners to consider how employee health coverage supports a healthier, more stable workplace. The right benefits strategy...
Asset Allocation Strategies Beyond Your Age
Quick Summary: Age can be a useful reference point when building an investment portfolio, but it should not determine your asset allocation on its own....
Term Life Versus Whole Life
Quick Summary: Term life and whole life insurance both provide a death benefit intended to help protect the people you care about. The key difference...
401(k) Plan Options for Business Owners
Quick Summary: Choosing a 401(k) plan is an important part of retirement planning for business owners. The right option can help employees prepare for the...
What Happens to Your 401(k) During Major Business Transitions
Major business changes such as mergers, acquisitions, or restructurings can raise important questions about how a company’s retirement plan will be handled. Because a 401(k)...
Financial Articles
HOW TO MITIGATE RETIREMENT CHALLENGES
HOW TO MITIGATE RETIREMENT CHALLENGES PRSENTED BY MARC AARONS A few weeks ago, I was talking with a[…]
July 2026 Federal Reserve Meeting Overview
July 2026 Federal Reserve Meeting Overview Presented by Marc Aarons at Money Managers Inc. The Federal Reserve (Fed)[…]
August 2026 Financial Market Update
July brought mixed signals for investors to sort through. Inflation data pointed to cooling prices in June, and the[…]