News and Resources

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Provided by Marc Aarons Whether you want[…]

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. Provided by Marc Aarons As a small-business owner, figuring out[…]

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time. Provided by Marc Aarons Given the threat of COVID-19,[…]

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock. Provided by Marc Aarons Why sell shares when you[…]

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[…]

May Is Disability Insurance Awareness Month

What it is, and why it’s important.  Provided by Marc Aarons Did you know that May is Disability Insurance Awareness[…]

Tax-Loss Harvesting

A useful year-end move to counteract capital gains. Provided by Marc Aarons Even though this may end up being a[…]

Details on the Tax Deadline Extension

The I.R.S. is giving you three additional months to file and pay. Provided by Marc Aarons The Internal Revenue Service[…]

Weekly Economic Update

Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy. Presented by[…]

Rotary Face Shield Project 2020

Over 800 Volunteers gathered to assemble 55,000 face shields for our frontline workers in Southern Los Angeles, Long Beach and[…]

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