Midterms 2022 Vote by November 8th Presented by Marc Aarons   The midterm elections are underway. In many states, ballots have been delivered and, in several cases, already returned by Americans exercising one of the most sacred of their Constitutional rights.   Election Day is always the Tuesday following the first Monday in November. […]

New Retirement Contribution Limits for 2023 Near-record levels. Provided by Marc Aarons   The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs). IRA contribution limits are up $500 in 2023 to […]

The Biggest COLA Increase Since 1981 Presented by Marc Aarons   How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top […]

Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT […]

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2022. Provided by Marc Aarons What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That’s one step. Did you […]

Managing Probate When Setting Up Your Estate What can you do to help your heirs?  Provided by Marc Aarons  The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s […]

Life Insurance Awareness Month Presented by Marc Aarons September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life. Here are some ways to quickly evaluate your needs.   *Stop on a DIME – […]

Annual Financial To-Do List Things you can do for your future as the year unfolds. Provided by Marc Aarons What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from […]

Should You Prepare to Retire on 80% of Your Income? Examining a long-held retirement assumption. Provided by Marc Aarons   A classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering? Some […]

5 Retirement Concerns Too Often Overlooked Baby boomers entering their “second acts” should think about these matters. Provided by Marc Aarons   Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are […]