Financial Considerations for College Students and Parents Presented by Marc Aarons If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, I want to highlight an important aspect that often arises during this time of year: […]

Spring Clean Your Finances Presented by Marc Aarons I hope you are doing well today. I am reaching out to remind you that now is the perfect time to give your finances a “spring clean.”   Here are a few simple ways to get started: Review and refresh your budget – Take a close look […]

Easy Planning to Setup for a Successful Year Presented by Marc Aarons As we begin the new year, it’s the perfect time to take control of your financial affairs and set yourself up for success. By setting goals and tracking them, you can ensure that you stay on track and achieve your financial resolutions. At […]

End of 2023 Financial Checklist Presented by Marc Aarons   I hope you and yours are doing well! As the end of the year closes in, now is a great time to take inventory of your finances and make a list of steps you need to take to end the year on a strong financial […]

Financial Tips for College Students Presented by Marc Aarons   As a new school year begins, I wanted to reach out and provide some valuable financial tips and advice for college-bound kids. Being financially responsible is an essential skill that can set students up for long-term success. Here are some foundational concepts to guide them: […]

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 […]

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 […]

Should You Prepare to Retire on 80% of Your Income? Examining a long-held retirement assumption. Provided by Marc Aarons   A classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering? Some […]

Rehearsing for Retirement Try living as a “retiree” for a month or two before you commit to leaving your career.   Provided by Marc Aarons   Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still […]

Some specifics about the “second act.”  Provided by Marc Aarons at Money Managers, Inc.     Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees […]