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[…]
THE YEAR IN REVIEW THUS FAR
Stock market bears might characterize 2012 as a year of living dangerously, a year in which Wall Street coped with[…]