Driver history is just one factor; there are many others. Provided by Marc Aarons Your auto insurance premium is based on more than your driving history. The amount you pay for auto insurance is determined by a complicated algorithm that takes many factors into consideration. Your driving history is just one variable used to calculate […]

You can plan to meet the costs through a variety of methods. Provided by Marc Aarons How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these […]

This vital investment account question should be answered sooner rather than later. Provided by Marc Aarons Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. […]

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 […]