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 […]

How Much Will You Spend When You Retire? Will you have enough money to make ends meet? Provided by Marc Aarons   You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees […]

  Things you can do Financially for 2017            What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those […]

SBOs are taking a new look at old-school defined benefit plans. Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses are giving them a second look. Why are small business owners deciding to adopt old-school, employer-funded retirement plans? The tax breaks attached to a […]

Is this age group preparing adequately for the future? Provided by Marc Aarons @ Money Managers Inc.   How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be their peak income years, and many of them have actively contributed to […]

   Here are some things you might want to do before saying goodbye to 2016 Provided by Marc Aarons @ Money Managers, Inc. What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your […]