Certain financial & lifestyle choices may lead you toward a better future.  Provided by Marc Aarons  Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that […]

Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by Marc Aarons Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers […]

The important question: are you prepared?  Provided by Marc Aarons  Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community Living estimates that by 2060, 94.7 million Americans will be aged 65 and older. Of those, it’s […]

Things you can do for your future as the year unfolds.  Provided by Marc Aarons  What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund […]

Keep an eye on where it goes, as some destinations may be better than others.  Provided by Marc Aarons You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics, you will unquestionably reserve […]

Marc Aarons Presents:  WEEKLY QUOTE “You think adventure is dangerous, try routine. It’s lethal.”    – Paul Coelho  WEEKLY TIP Anyone who wants to avoid or lower probate costs and simplify distribution of their assets after their death would be wise to consider a revocable living trust. These trusts can be modified during the grantor’s lifetime.   WEEKLY RIDDLE I […]