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[…]
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.[…]