Things to check and double-check. Provided by Marc Aarons @ Money Managers, Inc. Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No […]

Expect more volatility, but avoid letting the headlines alter your plans. Provided by Marc Aarons @ Money Managers Inc. Recent headlines have disturbed what was an unusually calm stock market. The political uproar in Washington may continue for weeks or months, and it could mean significant, ongoing turbulence for Wall Street. As an investor, a […]

A good financial strategy is not just about “making money;” it is also about protection. Provided by Marc Aarons  Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio. As they do so, they miss the big […]

Keep an eye on where it goes, as some destinations may be better than others.  Provided by Marc Aarons You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics, you will unquestionably reserve […]

Diversification still matters. One day, this bull market will end.  Provided by Marc Aarons  In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months.1 An eight-year-old bull […]

Certain kinds of coverage may help to sustain you financially in an emergency.  Provided by Money Managers, Inc. You plan for retirement with expectations in mind. You hope to enjoy a certain quality of life, with sufficient income resulting from smart financial choices. Ideally, your future unfolds as planned. But what if the unexpected happens? […]

Too many people make these common errors.  Provided by Money Managers,Inc. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems. […]

What are the keys in planning to grow wealthy together? Provided by Marc Aarons   When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good […]

Life Insurance Before Age 40 Millennials have good reasons to obtain coverage now. Provided by Marc Aarons   Do you plan to buy life insurance before you turn 40? Maybe you should. You may save money in the long run by doing so. At first thought, the idea of purchasing a life insurance policy in […]

2017 Retirement Account Limits How much can you contribute this year? Provided by Marc Aarons   In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs. The 2017 limits are the same as in 2016: $5,500 for IRA […]