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Money Managers, Inc.
Important reminder: Second-quarter estimated tax payments are due on June 15th, covering income earned from April 1st through May 31st. Submitting payments on time can See more
Money Managers, Inc.
Understand how a $3 million portfolio may translate into sustainable retirement income. Learn how withdrawal rates, taxes, and market conditions can influence long-term spending.
Money Managers, Inc.
As life insurance agents, we are often asked about the different types of riders individuals can add to their life insurance policies. Life insurance riders See more
Money Managers, Inc.
If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be worth a fresh look. See more
Money Managers, Inc.
Learn how taxable accounts and IRAs compare in terms of taxes, flexibility, and withdrawal rules. Understand how each can support a more balanced and tax-aware See more
Money Managers, Inc.
Retirement spending is about more than just taxes. Learn how healthcare, home repairs, family support, inflation, and lifestyle changes can affect your income plan over See more
Money Managers Blog
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)...
Q1 2026 Markets and Economy: Shifts, Strain, and What Comes Next
The first quarter of 2026 delivered strong early momentum followed by mounting uncertainty. Markets cooled, economic signals became mixed, and geopolitical shocks added pressure. This...
How Employer Matching Strengthens Your 401(k) Strategy
Employer matching is one of the most impactful tools businesses can use to enhance retirement benefits and improve long-term financial security for their teams. Understanding...
February 2026 Financial Market Update (Rewritten Version)
In the early months of 2026, the U.S. economy continued to expand at a pace above its long-term trend, supported largely by steady consumer activity...
How the December 2025 Fed Rate Cut Could Shape Your Financial Future
The Federal Reserve wrapped up 2025 with a policy move that is already sparking conversations across financial circles. On December 10, the Fed lowered its...
Financial Articles
May 2026 Financial Market Update
May 2026 Fiancial Market Update Presented by Marc Aarons U.S. markets reached record highs in April, driven by[…]
Finacial Tips for New Graduates
Fiancial Tips for New Graduates Presented by Marc Aarons I hope you’re doing well! If you or a[…]
Financial Market Update – Week of 4/20/26
U.S. stocks rallied broadly last week. Solid early earnings reports and signs of easing tensions in the Middle East[…]