Coping With the Shutdown
A look at who is affected, and the potential economic impact. Provided by Marc Aarons at Money Managers, Inc. […]
Traditional vs. Roth IRAs
Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Provided by Marc Aarons at Money[…]
Quarterly Economic Update-A review of Q4 2018
In this Q4 recap: waves of volatility hit Wall Street, trade pacts and disputes make headlines, oil takes a plunge,[…]
Putting a Price Tag on Your Health
Being healthy not only makes you feel good, it may also help you financially. Provided by Marc Aarons at Money[…]
When a Family Member Dies
A financial checklist for the most difficult of times. Provided by Marc Aarons at Money Managers, Inc. The passing of[…]
Stocks & Presidential Elections
What does history tell us – and should we value it? Provided by Marc Aarons at Money Managers, Inc. […]
A Retirement Fact Sheet
Some specifics about the “second act.” Provided by Marc Aarons at Money Managers, INC. Does your vision of retirement align[…]
Some Changes Are Coming for 401(k)s
Take note of them for 2019. Provided by Marc Aarons at Money Managers, Inc Some notable developments are about[…]
Tax Considerations for Retirees
Are you aware of them? Provided by Marc Aarons at Money Managers, Inc. The federal government offers some major tax[…]
Is Generation X Preparing Adequately for Retirement?
Future financial needs may be underestimated. Provided by Marc Aarons at Marc@OcMoneyManager.com If you were born during 1965-80, you[…]