News and Resources

One Couple, Two Different Retirements ?

After many years together, some retired spouses may find their daily routines far apart.            […]

A Primer for Estate Planning

Things to check and double-check. Provided by Marc Aarons @ Money Managers, Inc. Estate planning is a task that people[…]

Keep Calm, Stay Invested

Expect more volatility, but avoid letting the headlines alter your plans. Provided by Marc Aarons @ Money Managers Inc. Recent[…]

Insurance and Investments

A good financial strategy is not just about “making money;” it is also about protection. Provided by Marc Aarons  Some[…]

How Will You Spend Your Retirement Savings?

Keep an eye on where it goes, as some destinations may be better than others.  Provided by Marc Aarons You[…]

Have a Plan, Not Just a Stock Portfolio

Diversification still matters. One day, this bull market will end.  Provided by Marc Aarons  In the first quarter of 2017,[…]

WEEKLY ECONOMIC UPDATE

Marc Aarons Presents:  WEEKLY QUOTE “You think adventure is dangerous, try routine. It’s lethal.”    – Paul Coelho  WEEKLY TIP Anyone who wants[…]

QUARTERLY ECONOMIC UPDATE: OF THE QUARTER:  A review of Q1 2017

QUOTE OF THE QUARTER   “I’m an optimist. It does not seem too much use being anything else.”  – Winston[…]

Could Insurance Rescue You in Retirement?

Certain kinds of coverage may help to sustain you financially in an emergency.  Provided by Money Managers, Inc. You plan[…]

Key Estate Planning Mistakes to Avoid

Too many people make these common errors.  Provided by Money Managers,Inc. Many affluent professionals and business owners put estate planning[…]

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