News and Resources

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[…]

When You Retire Without Enough

Start your “second act” with inadequate assets, and your vision of the future may be revised.  Provided by Marc Aarons[…]

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives.  Provided by Marc Aarons Marc@OCMoneyManagers.com  Volatility will always be[…]

Investing Means Tolerating Some Risk

That truth must always be recognized.  Provided by Marc Aarons at Money Managers, Inc.   When financial markets have a bad[…]

Why Did Treasury Yields Jump?

A look at the early October selloff of U.S. government bonds.  Provided by Marc Aarons at Money Managers, Inc.   […]

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.  Provided by Marc Arrons at Money Managers, Inc.   Generalizations about[…]

Have You Considered Charitable Gifting?

Could it make the world a better place? Could it make sense, financially?  Provided by Marc Arrons at Money Managers,[…]

Quarterly Economic Update

In this Q3 recap: stocks climb, U.S. economic indicators shine, yearly inflation decreases slightly, and a trade war gets underway.[…]

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