Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

A Cheat Sheet for Sending Your Kid to College Presented by Marc Aarons College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips […]

Four Really Good Reasons to Invest Presented by Marc Aarons Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. […]

Understanding FDIC Insurance Presented by Marc Aarons It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers. What […]

Does Your Child Need to File an Income Tax Return? Presented by Marc Aarons As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS does […]

Estimated Tax Payments Presented by Marc Aarons You May Need to Make Estimated Tax Payments If: You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also may have to pay […]

How Will Working Affect Social Security Benefits? Presented by Marc Aarons In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full […]

2023 TAX GUIDE How to Prepare for Tax Season Presented by Marc Aarons Understand Where Your Federal Tax Dollars Go In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare. Keep in mind, this guide is for informational […]

SECURE Act 2.0: An Overview Provided by Marc Aarons In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community […]

SECURE Act 2.0 Passed in Final Days of 2022 Presented by Marc Aarons   Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.   You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement […]