News and Resources

Robo-Advisors vs. Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying?  Provided by Marc Aarons  Investors[…]

The Social Security Administration Announces 2021 COLA

What you should know about the most recent cost-of-living adjustment. Provided by Marc Aarons  On October 13, 2020, the Social[…]

How Medigap Choices Have Changed

What you need to know about Plan F and Plan G.  Provided by Marc Aarons As many may recall, seniors[…]

FAFSA Applications Are Now Open

Federal Student Aid opportunities are often first-come, first-served. Provided by Marc Aarons  Applications for the Free Application for Federal Student[…]

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020. Provided by Marc Aarons  What has changed for[…]

Quarterly Economic Update

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a[…]

October Is Financial Planning Month

Six areas of personal finance to review.  Provided by Marc Aarons  When training to become a financial professional, much of[…]

Year-End Estate Strategies

What you need to know to get ready for the end of the year. Provided by Marc Aarons  With one[…]

Budgeting for Beginners

Getting started with you household budget.  Provided by Marc Aarons  Budgeting towards needs and goals. One of the objectives of[…]

Annual Financial To-Do List

Things you can do for your future as the year unfolds.  Provided by Marc Aarons  What financial, business, or life[…]

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