News and Resources

Are Too Many Baby Boomers Too Indebted?

Financial burdens could alter their retirement prospects. Provided by Marc Aarons @ Money Managers, Inc.   Imagine retiring with $50,000[…]

Enjoy the Rally, But Prepare for the Retreat

Investors may be lulled into a false sense of security by this market. Provided by Marc Aarons @ Money Managers,[…]

Understanding Inherited IRA’S

What beneficiaries need to know and consider. Provided by Marc Aarons @ Money Managers, Inc.   At first glance, the[…]

Retirement Plan Trusts

These tools can shield inherited IRA assets from lawyers and creditors. Provided by Marc Aarons @ Money Managers, Inc.  Inherited[…]

QUARTERLY ECONOMIC UPDATE

Presented by: Marc Aarons @ Money Managers, Inc.          A review of Q3 2017 THE QUARTER IN[…]

Will Debt Spoil Too Many Retirements?

What pre-retirees owe could compromise their future quality of life. Provided by Marc Aarons @ Money Managers, Inc.   The[…]

Questions After the Equifax Data Breach

Consumers may be at risk for many years. Provided by Marc Aarons @ Money Managers, Inc   How long should[…]

Retiring Before 60

If that is your dream, explore whether these steps could be useful to take. Provided by Marc Aarons @ marc@ocmoneymanagers.com[…]

Is a Home an Investment?

From one perspective, the answer is yes; from another, no. Provided by Marc Aarons @ Money Managers, Inc.    When[…]

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions. Provided by Marc Aarons @ Money Managers, Inc. There are three[…]

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