News and Resources

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time. Provided by Marc Aarons[…]

Before You Claim Social Security

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

Ways to Repair Your Credit Score

Steps to get your credit rating back toward 720.    Provided by Marc Aarons @ Money Managers Inc.                        […]

Quarterly Economic Update

In this Q2 recap: tariffs take center stage, U.S. data signals solid growth, oil gains 18.4%, and the S&P 500[…]

Is It Time to Stop Procrastinating About Your Financial Plan?

Some things to think about as you get started with your strategy. Provided by Marc Aarons @ Money Managers, Inc.[…]

Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Provided by Marc Aarons @ Money Managers, Inc. Your beneficiary choices may need[…]

How Much Do You Really Know About Long-Term Care?

Separating some eldercare facts from some eldercare myths. Provided by Marc Aarons Marc@ocmoneymanagers.com How much does eldercare cost, and how[…]

Why Medicare Should Be Part of Your Retirement Planning

The premiums and coverages vary, and you must realize the differences. Provided by Marc Aarons @ Money Managers, Inc. Medicare[…]

How New Tax Laws Affect Small Businesses

A recap of the major changes impacting corporations and closely held firms. Provided by Marc Aarons @ Money Managers, Inc.[…]

Combining Your Finances When You Marry

How separate (or intertwined) should your financial lives be? Provided by Marc Aarons @ (714) 887-8000  Some spouses share everything[…]

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