Posts in Financial Articles

The Five Basics of Financial Literacy

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

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?

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

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

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 […]

Inventorying Your Possessions

Inventorying Your Possessions Presented by Marc Aarons Only four in ten Americans have a home inventory, despite the fact that 3.4 million Americans were displaced by natural disasters in 2022.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement […]

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You Presented by Marc Aarons By May 20, 2022, over 145 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about how […]

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes Presented by Marc Aarons How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. […]

Estate Management Checklist

Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College Presented by Marc Aarons College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips […]

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