News and Resources

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[…]

Adjusting Your Portfolio as You Age

As you approach retirement, it may be time to pay more attention to investment risk. Presented by Marc Aarons @Money[…]

The Backdoor Roth IRA

A move that high earners can make in pursuit of tax-free retirement income. Provided by Marc Aarons @ Money Managers,[…]

Will Teachers Get the Retirement That They Deserve?

  Classroom educators are coping with hybrid plans and pension fund shortfalls. Provided by Marc Aarons @ Money Managers, Inc.[…]

Facts About Refinancing

Even with interest rates rising, you may want to explore the possibilities. Provided by Marc Aarons @ Money Managers, Inc.[…]

The Pros & Cons of Roth IRA Conversions

The Pros & Cons of Roth IRA Conversions What are the potential benefits? What are the drawbacks? Provided by Marc[…]

TSP Withdrawal Options Are Changing: New rules could soon mean more flexibility.

Provided by Marc Aarons @ Money Managers Inc.  By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have[…]

1 33 34 35 36 37 57