Posts about Goals

Countdown to College

Countdown to College Presented by Marc Aarons As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the […]

Creating a Retirement Strategy

Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Provided by Marc Aarons   Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but […]

The Retirement Reality Check

THE RETIREMENT REALITY CHECK Little things to keep in mind for life after work.   Presented by Marc Aarons      Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go unrecognized – […]

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 […]

Budgeting for Beginners

Getting started with you household budget.  Provided by Marc Aarons  Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that […]

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles. Provided by Marc Aarons  When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added […]

Strategic vs. Tactical Investing

Strategic vs. Tactical Investing – How do these investment approaches differ?  Provided by Marc Aarons at Money Managers, Inc.   Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investment approach. While both approaches involve the periodic adjustment of a portfolio and […]

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 […]