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 […]

Self-Directed vs. Employer-Sponsored 401(k)s Presented by Marc Aarons   Today, I wanted to bring your attention to a topic that I believe is critical to your retirement planning: your 401(k) account. As you may know, many employer-sponsored 401(k) plans have limited investment options, and the plan sponsor makes the investment decisions, not you. As a […]

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: […]

The Cost of Procrastination Presented by Marc Aarons Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’ve experienced one of […]

Four Really Good Reasons to Invest Presented by Marc Aarons Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. […]

It’s never too late to start.  Provided by Marc Aarons The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame […]

Provided by Marc Aarons at Money Managers, Inc. A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A standard IPS will usually take into account the client’s general investment goals […]

Two-thirds of us have no financial plan. Provided by Marc Aarons @ Money Managers Inc.   Only 48% of Americans say they think they are saving enough. And 30% feel that they are not even slightly confident that they are saving enough for retirement. That finding comes from the 2015 Consumer Financial Literacy Survey conducted […]