Things you can do for your future as the year unfolds.  Provided by Marc Aarons at Money Managers, Inc.                          What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific […]

A look at the maximum amounts you can put into retirement accounts this year. Provided by Marc Aarons at Money Managers, Inc.  The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at them. *Next year, you can put up to […]

Here is what you need to know.  Provided by Marc Aarons at Money Managers, Inc. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal […]

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data. Quarterly Economic Update A review of Q4 2019, Presented by Marc Aarons at Money Managers, Inc. THE QUARTER IN BRIEF Movement in […]

Long-established retirement account rules change.  Provided by Marc Aarons at Money Managers, Inc.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE […]

Here is what you need to know.  Provided by Marc Aarons at Money Managers, Inc. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. April 15, 2020 […]

This is happening in subtle and not-so-subtle ways.  Provided by Marc Aarons at Money Managers, Inc.  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity Investments now […]

Some specifics about the “second act.”  Provided by Marc Aarons at Money Managers, Inc.     Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees […]

Most people just invest for the future. You have a chance to do more.  Provided by Marc Aarons at Money Managers, Inc.   Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but […]

Most people just invest for the future. You have a chance to do more. Provided by Marc Aarons at Money Managers, Inc.   Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but […]