Planning Summer Travel on a Budget Presented by Marc Aarons I hope this email finds you well today. I know[…]

Financial Market Update – Week of 08/07/2023 Presented by Marc Aarons Hope you are doing well! U.S. equities traded lower[…]

Should Retirement Funds Go Toward Current Needs   Presented by Marc Aarons   I hope you and yours are doing[…]

A Brief History of Estate Taxes Presented by Marc Aarons   Federal estate taxes have been a source of funding[…]

The Cost of Procrastination Presented by Marc Aarons Some of us share a common experience. You’re driving along when a[…]

Five Basics of Financial Literacy Presented by Marc Aarons Credit and Debt Understanding the ways credit and debt work for[…]

Countdown to College Presented by Marc Aarons As a parent, you of course want to give your child the best[…]

Are You Prepared for an Estate Tax Sunset? Presented by Marc Aarons   The federal estate tax threshold rose to[…]

A Bucket Plan to Go with Your Bucket List Presented by Marc Aarons   John and Mary are nearing retirement[…]

9 Facts About Retirement Presented by Marc Aarons Retirement can have many meanings. For some, it will be a time[…]