Inflation- What It Means for Retirement Savings Presented by Marc Aarons   Hope you are doing well! Many people are concerned about inflation on a national and global level. But a lot of my clients’ concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be […]

Planning Summer Travel on a Budget Presented by Marc Aarons I hope this email finds you well today. I know many of my friends and family have found 2023 to be very busy and very costly, given inflation’s compounding effect over the last several years. In fact, I’ve talked with a few people who hadn’t […]

Should Retirement Funds Go Toward Current Needs   Presented by Marc Aarons   I hope you and yours are doing well. This past year has been financially trying for many individuals and families in the face of record inflation numbers and a looming recession (US Inflation Calculator). And with rising credit card debt that averaged […]

A Brief History of Estate Taxes Presented by Marc Aarons   Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from […]

The Cost of Procrastination Presented by Marc Aarons Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’ve experienced one of […]

Five Basics of Financial Literacy Presented by Marc Aarons Credit and Debt Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to look out […]

Countdown to College Presented by Marc Aarons As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the […]

Are You Prepared for an Estate Tax Sunset? Presented by Marc Aarons   The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset […]

A Bucket Plan to Go with Your Bucket List Presented by Marc Aarons   John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their […]

9 Facts About Retirement Presented by Marc Aarons Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are […]