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 […]

Recession or Growth Scare? Your Guide Provided by Marc Aarons   I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes you wonder who’s in charge […]

Inflation Reduction Act of 2022 Provided by Marc Aarons   Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.   Tax credits for energy-related home improvements – The […]

National “Make a Will” Month Provided by Marc Aarons “Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.   When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to […]