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. […]
Could Custodial IRAs Help Young Adults Buy Homes?
Some parents and grandparents have that possibility in mind. Provided by Marc Aarons Individual Retirement Arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily. Imagine using an IRA not only to save, but to facilitate a home purchase. This would obviously be a tall order for an adult, given […]
Ways to Fund Special Needs Trusts
A look at the different choices & strategies. Provided by Marc Aarons If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those […]
FAFSA Simplification Act
Learn about how legislative changes can help you finance your loved one’s education. Provided by Marc Aarons As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications […]
How COVID-19 Caused a “She-Cession”
Several women-dominated industries were hit hardest by the pandemic. Provided by Marc Aarons Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically some of the most impacted by a recession.1 But with […]
Managing Money as a Couple
What are the keys to prepare to grow wealthy together? Provided by Marc Aarons When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some point, you will have […]
Year-End Estate Strategies
What you need to know to get ready for the end of the year. Provided by Marc Aarons With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review […]