How Long $1 Million Will Last in Retirement Presented by Marc Aarons Today, I’m reaching out to offer some insights that will help you stay focused and discern sound retirement advice from outdated adages that no longer apply in today’s economic landscape.   You’ve likely heard the maxim that reaching $1 million in savings for […]

Inflation- What It Means for Retirement Savings Presented by Marc Aarons   Hope you are doing well! Many people are concerned about inflation on a national and global level. But a lot of my clients’ concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be […]

Five Basics of Financial Literacy Presented by Marc Aarons Credit and Debt Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to look out […]

A Bucket Plan to Go with Your Bucket List Presented by Marc Aarons   John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their […]

9 Facts About Retirement Presented by Marc Aarons Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are […]

Retirement Seen Through Your Eyes Presented by Marc Aarons How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. […]

SECURE Act 2.0 Passed in Final Days of 2022 Presented by Marc Aarons   Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.   You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement […]

Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT […]

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2022. Provided by Marc Aarons What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That’s one step. Did you […]

Should You Prepare to Retire on 80% of Your Income? Examining a long-held retirement assumption. Provided by Marc Aarons   A classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering? Some […]