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Money Managers, Inc.
Somehow, it’s already fall … just “leaf” it to the calendar to sneak up on us like that! 🍁 As the days get cooler and the year winds down, it’s the perfect time to reset and tackle your to-do list.
Our team is here to help you wrap up the year with ease — give us a call if you need anything.
Money Managers, Inc.
If you’re feeling the pressure from rising health insurance premiums and ever-changing compliance regulations, a professional employer organization might be the solution you’ve been looking for. But what exactly is it, and how can it help? Swipe through for a breakdown.
Wondering if a PEO is the right fit for your business? Contact our team today to learn more.
Money Managers, Inc.
Do you know the difference between group and private coverage? If you’re evaluating your life insurance options, it’s essential to understand the distinctions. Swipe through for a breakdown to help you make an informed decision.
Do you have questions or need help choosing the right private coverage? Contact us today to discuss your life insurance needs — we’re here to help.
Money Managers, Inc.
blog.ocmoneymanagers.com/roth-ira-conversion–your-key-to-smart-retirement-planning
Roth IRA Conversion: Your Key to Smart Retirement Planning
In times of market upheaval, taking control of your retirement planning has never been more critical. Enter the Roth IRA conversion—a strategic move that can set you on a path toward financial stability. Uncertainty breeds questions, especially concerning your hard-earned money. In this timely Q&A…
Money Managers, Inc.
September has a bad reputation among investors, but is it truly deserved? Let's break down the facts behind the so-called "September Effect" and what it means for your portfolio. Swipe to learn more.
Have questions about how to position your portfolio this fall? Contact us today. We’re here to help you make informed decisions.
Money Managers, Inc.
Big changes are coming for seniors — from new tax deductions to Medicare and Medicaid rule updates.
Swipe through to see how the One Big Beautiful Bill Act could impact taxes, benefits, and health care.
Have questions about how these changes affect you? Give us a call today! We are here to help.
Money Managers, Inc.
The Labor Day holiday feels like the perfect opportunity to pause and appreciate how far we’ve come as a company. In doing so, we recognize that our success would not be possible without our wonderful community of clients and colleagues. Thank you for being a part of our journey!
Please note: Our office will be closed on Monday, September 1st, in observance of the holiday. We’ll be back and ready to connect on Tuesday.
Wishing you a restful and enjoyable holiday!
Money Managers, Inc.
ocmoneymanagers.com/financial-market-update-week-of-08-25-2025/
Financial Market Update – Week of 08/25/2025 – Money Managers, Inc.
Financial Market Update – Week of 08/25/2025 Presented by Marc Aarons As summer winds down, the stock market is anything but laid-back. Major U.S. indices ended the week with a bang, driven by Federal Reserve Chair Jerome Powell's speech at the Jackson Hole Symposium, signaling a high probabi
Money Managers, Inc.
We’re officially past the halfway mark of the year — and it’s not uncommon to feel like things have hit a plateau.
If your goals or energy have started to drift, consider this your reminder: creativity isn’t a finite resource. New ideas, fresh perspective, and inspired direction are always within reach.
Whether you’re mapping out Q4 strategies or simply looking to re-energize your day-to-day, now is the perfect time to reconnect with your creative momentum.
We’re here if you need a sounding board or support bringing your next idea to life.
Money Managers, Inc.
Talking about life insurance isn’t always easy, but open, honest conversations can offer your loved ones peace of mind. If you’re ready to start the conversation about this important topic, here are five practical steps to help you begin. Swipe to learn more.
If you have questions about life insurance or are ready to take the next step, contact us today. We are here to help you protect what matters most.