Is it right for you?  Provided by Marc Aarons The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for […]

Business Continuity Plans Prepare now to better protect your business in the future. Provided by Marc Aarons As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a […]

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.  Provided by Marc Aarons Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 […]

What’s the difference? What do these terms mean for you?  Provided by Marc Aarons @ Money Managers Inc. The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When […]

  A look at where stocks were in 2009 and how they have performed since  Provided by Marc Aarons Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another […]

  A practical financial checklist for the future.  Provided by Marc Aarons When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it appears that […]

  Focusing on Your Strategy During Turbulent Times.  Provided by Marc Aarons Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the […]

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?   Provided by Marc Aarons at Money Managers, Inc. In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we […]

Why do so many people choose them over traditional IRAs?  Provided by Marc Aarons at Money Managers, Inc  The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many […]

Why are they made again and again?  Provided by Marc Aarons at Money Managers, Inc.  Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them […]