What you should know about the change. Provided by Marc Aarons The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change […]

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.  Provided by Marc Aarons Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem even more attractive these days? […]

Looking ahead can help you conquer these unique obstacles. Provided by Marc Aarons  When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added […]

Separating some eldercare facts from eldercare myths. Provided by Marc Aarons How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. True or […]

An overview of some of the fundamental steps to take.  Provided by Marc Aarons  When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, […]

Important facts and a date to remember.  Provided by Marc Aarons  Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There are some essential details to keep […]

It’s never too late to start.  Provided by Marc Aarons The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame […]

It depends on your goals, time horizon, and risk tolerance. Provided by Marc Aarons “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s how much money Americans […]

The expense of insuring yourself may be minor compared to the price of surgeries and procedures.  Provided by Marc Aarons When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current prices for medical procedures can be sobering. How much does a CT scan cost? Between $250 […]

Election years cause some anxiety. Provided by Marc Aarons  With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and senators, while the country itself will be voting in the presidential […]