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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[…]

Are You Really Saving Enough for Retirement?

Why an early start (and accepting some risk) matters. Provided by Marc Aarons @ Money Managers, Inc   Are you[…]

Why You Should Stay Invested Through Tense Times

Crises pass, and markets eventually regain equilibrium. Provided by Marc Aarons @ Money Managers, Inc.   We have seen some[…]

Financial Priorities Young Families Should Address

Wise money moves for parents under 40. Provided by Marc Aarons @ Money Managers, Inc.   As you start a[…]

Has Your Identity Been Stolen?

Keep an eye out for these signs. Provided by Marc Aarons @ Money Managers, Inc   As NBC News notes,[…]

Cyber Currencies: A Risky Choice

Investors attracted by bitcoin & other altcoins should recognize their downsides. Provided by Marc Aarons @ Money Managers, Inc.  […]

Do You Have a Financial Wellness Program?

Companies are luring & retaining employees with this key perk. Provided by Marc Aarons @ Money Managers, Inc.   What[…]

A Look at Self-Directed Brokerage Accounts

  Some retirement savers choose this option in their 401(k) plan.   Provided by Marc Aarons @ Money Managers, Inc.[…]

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