News and Resources

The Top 10 Retirement Planning Excuses

Ten common “reasons” why someone does not plan for retirement. Provided by Marc Aarons @ Money Managers Inc. #10: “I’m too busy” Stop[…]

A Roth IRA’s Many Benefits

The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has[…]

ATRA’s Retirement & Estate Planning Impact

What changes did the fiscal cliff deal put into play starting in 2013? The American Taxpayer Relief Act of 2012 brought[…]

The Sequester Looms

If federal budget cuts occur March 1, how might they be felt economically? On March 1, $85 billion in federal budget[…]

BUILDING AN EMERGENCY FUND

How would you respond to sudden financial demands? We all define “emergencies” differently, but we are not immune to them.[…]

Marc Aarons @ Money Managers Inc. Presents Q4: 2012 Economic Update

2012: A Fourth Quarter Review A quick summary of economies & markets for you. While the S&P 500 had its first negative[…]

IRA DEADLINES ARE APPROACHING

Many of us associate April with taxes. We should also associate it with IRAs, for April is the month with[…]

THE FISCAL CLIFF DEAL & YOUR TAXES

Several tax hikes, some tax breaks. Now that the fiscal cliff deal assembled in Congress is becoming law, it is[…]

WHY 2013 MAY BE A VERY GOOD YEAR

What if the future is more bullish than the bears assume? With 2013 approaching, stock market volatility seems to have[…]

COULD YOU CREATE YOUR OWN PENSION PLAN?

Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses[…]

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