Retirement- Should You Leave Your 401(k) With Your Employer? Presented by Marc Aarons   I thought I’d quickly reach out about an interesting trend I’ve seen with my retiring clients. More and more plans are offering retirees the option of keeping their funds in their employer-sponsored 401(k) upon retirement. Since this is relatively new, I […]

Rising Interest Rates, Savings, and Debt Presented by Marc Aarons I’m reaching out today given the stark financial situation many Americans find themselves in, as they grapple with the Federal Reserve’s historic rate hike campaign and the compounding effects of just-recently cooling inflation.   If you are among those facing record-high credit card debt and […]

What is an Annuity? What you should know about them. Provided by Marc Aarons   Individuals hold about $2.5 trillion in annuity contracts; a tidy sum considering an estimated $12.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an insurance company. In exchange, the insurance company makes regular payments to […]