Top Tips for Managing Debt Presented by Marc Aarons   It won’t come as a surprise that 77% of American households have debt of some sort—especially as inflation hits a 40-year high and prices on just about everything skyrocket. When you couple that with the fact that three in five people report living paycheck-to-paycheck, it’s […]

Inherited 401(k)s and IRAs: A General Guide Presented by Marc Aarons Recently, I’ve had several clients reach out, unsure of what steps they need to take with a recently inherited 401(k) or IRA. It can be a difficult process to navigate, especially since a retirement account is usually inherited after losing someone special. With that […]

Home Improvement Projects with the Highest ROI Presented by Marc Aarons   If you’ve been looking around your home thinking it could use a little “sprucing up,” you might be interested in seeing some data about what renovation projects add the most value to your home. Likewise, if you’re in the market for a new […]

Tips for Starting a Small Business Presented by Marc Aarons   Given there are 33.2 million small businesses in the United States, I find it’s a good idea to reach out to clients periodically and see if any have plans to open a small business—and that’s exactly what I’m doing today!   If opening a […]

The Dangers of Investing Apps Presented by Marc Aarons   I’m often asked about investment apps–whether they’re a solid option, the pros and cons, etc. In the event you have wondered the same, I thought I’d reach out with the answers and advice I offer my friends, family, and clients.   The big picture is […]

Estate Tax Exemption Sunsetting in 2026 Presented by Marc Aarons   I’m reaching out to make sure you’re aware of changes to the estate tax exemption that will take effect in 2026 due to the sunsetting provisions of the Tax Cuts and Jobs Act (TCJA). Though 2026 seems far away, it’s essential to start preparing […]

401(k) After-Tax Contributions Presented by Marc Aarons   I have noticed increasing interest in the benefits of after-tax 401(k) contributions among my general client base. To get ahead of any questions you might have, I put together a succinct overview of after-tax 401K contributions. I encourage you to review the information below. As always, I […]

Estate Planning Trends in 2024 Presented by Marc Aarons   With 2024 in full swing, I am reaching out today with some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out with any questions.   Tax Changes in 2026 As you […]

Spring Clean Your Finances Presented by Marc Aarons I hope you are doing well today. I am reaching out to remind you that now is the perfect time to give your finances a “spring clean.”   Here are a few simple ways to get started: Review and refresh your budget – Take a close look […]

FinCEN Identifier, Explained Presented by Marc Aarons   I’m reaching out today regarding a new reporting requirement in 2024 called the “FinCEN Identifier,” introduced by the Financial Crimes Enforcement Network (FinCEN) in response to the Corporate Transparency Act. This subject can be a bit technical, so I wanted to share a quick overview below of […]