It’s a new year, full of new possibilities for what may lie ahead.  Provided by Marc Aarons  By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again in […]

In this age of marriage equality, there are new possibilities.  Provided by Marc Aarons The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to […]

Six areas of personal finance to review.  Provided by Marc Aarons  When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: […]

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 […]

Things you can do for your future as the year unfolds.  Provided by Marc Aarons at Money Managers, Inc.                          What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific […]

Here is what you need to know.  Provided by Marc Aarons at Money Managers, Inc. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal […]

Things you can do for your future as the year unfolds.   Provided by Marc Aarons at Money Managers, Inc. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, […]

Are you prepared for the possibility – and expense – of eldercare?  Provided by Marc Aarons at Money Managers, Inc.  Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could possibly cost so much? […]

If passed, it would change some long-established retirement account rules. Provided by Marc Aarons at Money Managers, Inc. If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the […]

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 […]