End-of-the-Year Money Moves
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 […]
Do Our Attitudes About Money Help or Hurt Us?
We may need to change them to better our financial prospects. Provided by Marc Aarons @ Money Managers Inc. Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor […]
HOLIDAY WRAP UP
A look back at 2016 thus far Presented by Marc Aarons @ Money Managers Inc. The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, […]
Think About Your Lifestyle Before You Retire: Sometimes planning for retirement isn’t entirely about money.
Provided by Money Managers Inc. How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in such a way that we no longer have to work may seem ideal […]
UK Separation from EU! What does it mean?
Most of you are aware that yesterday the citizens of the United Kingdom elected by a narrow majority margin to terminate their nation’s membership in the European Union (E.U.), which was followed by the announcement that pro-E.U. British Prime Minister David Cameron will be resigning in the near future. This decision has created a great deal of uncertainty not only in the […]
College Funding Options: You can plan to meet the costs through a variety of methods.
Provided by Marc Aarons @ Money Managers Inc. How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. 529 plans. Offered by states and some educational institutions, these plans let you save up to $14,000 per […]
White House Proposes Changes to Retirement Plans
A look at some of the ideas contained in the 2017 federal budget. Provided by Marc Aarons Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in the 2017 federal budget, with the goal of making such programs more accessible. Here are some of the […]
Did You Hear What Just Happened With Social Security?: Congress just eliminated two popular strategies used to get greater retirement benefits.
Provided by Marc Aarons @ Money Managers Inc. If you want to claim Social Security benefits soon, keep a date & a number in mind. The date is April 30, 2016. The number is 62. Recent changes to the Social Security benefit rules have made that date and that number very important, especially for those […]
When Parkinson’s Disease Is Diagnosed: Part of a series on how to care for your aging parents.
Provided by Marc Aarons @ Money Managers Inc. About 60,000 Americans will be diagnosed with Parkinson’s disease this year. Many of them will be baby boomers, as the average age of onset for the slowly progressive neurological disorder is 55.1,2 Seven to ten million people worldwide live with Parkinson’s. It is not a fatal disease, […]
TOD or Living Trust? A look at two basic methods for shielding assets from probate.
Provided by Marc Aarons @ Money Managers Inc. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a revocable living trust. You can serve as its trustee, and you can […]