A few things you may want to think about before filing for benefits. Provided by Marc Aarons Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long […]

The SECURE Act and CARES Act may complicate the decision. Provided by Marc Aarons As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: […]

Exploring your extended care options may be wise at this time. Provided by Marc Aarons Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost […]

There are benefits and limitations when you decide to donate stock. Provided by Marc Aarons Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may […]

Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by Marc Aarons Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware […]

What it is, and why it’s important.  Provided by Marc Aarons Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month has become a time […]

A useful year-end move to counteract capital gains. Provided by Marc Aarons Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss […]

The I.R.S. is giving you three additional months to file and pay. Provided by Marc Aarons The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to […]

Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy. Presented by Marc Aarons THE WEEK ON WALL STREET Stock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential […]

What they are. How they help. Provided by Marc Aarons In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has […]