Revocable vs. Irrevocable Trusts Presented by Marc Aarons   If you’re anything like me, you’ve been thinking about the future.  I take pride in helping people make the most of what they have and earn, which is why I’m writing to clarify some info on trusts. Contrary to popular belief, trusts can be quite a […]

Financial Considerations for College Students and Parents Presented by Marc Aarons If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, I want to highlight an important aspect that often arises during this time of year: […]

Retirement- Should You Leave Your 401(k) With Your Employer? Presented by Marc Aarons   I thought I’d quickly reach out about an interesting trend I’ve seen with my retiring clients. More and more plans are offering retirees the option of keeping their funds in their employer-sponsored 401(k) upon retirement. Since this is relatively new, I […]

5 Ways to Protect Against Inflation Presented by Marc Aarons Do you remember what year it was that a gallon of gas was $0.63? Depending on your age, you may or may not! Answer: The year was 1978.   When the costs of goods and services rise in an economy, inflation may be a part […]

Opening Savings Accounts for Kids Presented by Marc Aarons I recently had a conversation with a parent who asked when they should start a savings account for their child. I thought I’d share with you what I told them, in case it’s helpful for you or someone in your network.   Bank on Financial Literacy […]

Top Tips for Managing Debt Presented by Marc Aarons   It won’t come as a surprise that 77% of American households have debt of some sort—especially as inflation hits a 40-year high and prices on just about everything skyrocket. When you couple that with the fact that three in five people report living paycheck-to-paycheck, it’s […]

Inherited 401(k)s and IRAs: A General Guide Presented by Marc Aarons Recently, I’ve had several clients reach out, unsure of what steps they need to take with a recently inherited 401(k) or IRA. It can be a difficult process to navigate, especially since a retirement account is usually inherited after losing someone special. With that […]

Home Improvement Projects with the Highest ROI Presented by Marc Aarons   If you’ve been looking around your home thinking it could use a little “sprucing up,” you might be interested in seeing some data about what renovation projects add the most value to your home. Likewise, if you’re in the market for a new […]

Tips for Starting a Small Business Presented by Marc Aarons   Given there are 33.2 million small businesses in the United States, I find it’s a good idea to reach out to clients periodically and see if any have plans to open a small business—and that’s exactly what I’m doing today!   If opening a […]

The Dangers of Investing Apps Presented by Marc Aarons   I’m often asked about investment apps–whether they’re a solid option, the pros and cons, etc. In the event you have wondered the same, I thought I’d reach out with the answers and advice I offer my friends, family, and clients.   The big picture is […]