The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by Marc Aarons[…]
Quarterly Economic Update
In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record[…]
Ways to Fund Special Needs Trusts
A look at the different choices & strategies. Provided by Marc Aarons If you have a child with special needs,[…]
Economic Lessons from Used-Car Inflation
Various factors drive used car prices. Provided by Marc Aarons Inflation is defined as the general upward price movement of[…]
The Fed Acknowledges Inflation
As inflation climbs, the Fed reacts. Provided by Marc Aarons At its June meeting, the Federal Reserve confirmed what many[…]
FAFSA Simplification Act
Learn about how legislative changes can help you finance your loved one’s education. Provided by Marc Aarons As a parent[…]
A COLA with Your Social Security?
Preliminary estimates call for a 4.7% cost-of-living increase.1 Provided by Marc Aarons If there is a “silver lining” to all[…]
Tax & Estate Strategies for Married LGBTQ+ Couples
In this age of marriage equality, there are new possibilities. Provided by Marc Aarons The 2015 Obergefell v. Hodges Supreme[…]
Inflation Can Be a Scary Word
There are compelling reasons to adopt a wait-and-see approach. Provided by Marc Aarons Inflation can be a scary word for[…]
How COVID-19 Caused a “She-Cession”
Several women-dominated industries were hit hardest by the pandemic. Provided by Marc Aarons Since the 1980s, unemployment rates have trended[…]