News and Resources

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[…]

Retirement Plans for Individuals & Businesses: A look at some of the choices.

Provided by Marc Aarons @ Money Managers Inc.   Households are saving too little for the future. According to one[…]

A Review of Q1 2018 Quarterly Economic Update

Marc Aarons @ Money Managers, Inc. Presents:   QUARTERLY ECONOMIC UPDATE   QUOTE OF THE QUARTER   “Time is the[…]

Why Life Insurance Matters for New Homeowners

Why Life Insurance Matters for New Homeowners It addresses a significant financial risk. Provided by Marc Aarons Money Managers, Inc.[…]

The Medical Expense Deduction in 2018

Tax reform has lowered the threshold. Provided by Marc Aarons @ Money Managers, Inc.   If you itemize, you should[…]

Tax Efficiency in Retirement

Tax Efficiency in Retirement How much attention do you pay to this factor? Provided by Marc Aarons @ Money Managers,[…]

Less SALT for Taxpayers to Subtract

Less SALT for Taxpayers to Subtract What does the new federal cap on state and local tax deductions mean for[…]

Why You Want a Retirement Plan in Writing

Why You Want a Retirement Plan in Writing Setting a strategy down may help you define just what you need[…]

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