Posts about FINANCIAL PLAN

Tips for Starting a Small Business

Tips for Starting a Small Business Presented by Marc Aarons   Given there are 33.2 million small businesses in the United States, I find it’s a good idea to reach out to clients periodically and see if any have plans to open a small business—and that’s exactly what I’m doing today!   If opening a […]

How Much Money Will You Need for Retirement?

It depends on your goals, time horizon, and risk tolerance. Provided by Marc Aarons “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s how much money Americans […]

Comprehensive Financial Planning: What It Is, Why It Matters

Your approach to building wealth should be built around your goals & values.  Provided by Marc Aarons @ Money Managers Inc. Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning […]

HOLIDAY WRAP UP

A look back at 2016 thus far Presented by Marc Aarons @ Money Managers Inc. The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, […]