This is the time to arrange lifelong health coverage. Provided by Marc Aarons @ Money Managers, Inc.   Age 64 is the age when you are reminded that you are a baby boomer growing older. Regardless of how young or old you feel at 64, you should make sure to sign up for Medicare. The […]

The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons @ Money Managers, Inc. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to […]

As the recovery lengthens further, this is a natural question to ask. Provided by Marc Aarons @ Money Managers, Inc   This decade has brought a long economic rebound to many parts of America. As 2017 ebbs into 2018, some of the statistics regarding this comeback are truly impressive: *Payrolls have grown, month after month, […]

What should you keep in mind as you donate? Provided by Marc Aarons @ Money Managers, Inc.   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to […]

Things you can do for your future as the year unfolds. Provided by Marc Aarons @ Money Managers, Inc                         What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from […]

What is in it? What could its changes mean for you, if they become law? Provided by Marc Aarons @ Money Managers, Inc.   Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan for sweeping tax reforms. Negotiations may greatly alter the content of […]

Financial burdens could alter their retirement prospects. Provided by Marc Aarons @ Money Managers, Inc.   Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business loans, and lingering credit card balances threaten to compromise their retirement plans. How serious is the problem? A study […]

Investors may be lulled into a false sense of security by this market. Provided by Marc Aarons @ Money Managers, Inc   Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major indices […]

What beneficiaries need to know and consider. Provided by Marc Aarons @ Money Managers, Inc.   At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future.  Who was the original IRA owner? If the original owner […]

These tools can shield inherited IRA assets from lawyers and creditors. Provided by Marc Aarons @ Money Managers, Inc.  Inherited IRA assets are vulnerable in bankruptcy proceedings. Many older IRA owners and their beneficiaries do not realize this, but it is true. In Clark, et ux v. Rameker (2014), the Supreme Court ruled 9-0 that […]