Recommended Savings By Age Presented by Marc Aarons If you’ve ever played around with online retirement calculators, saving for retirement can be a serious exercise in sticker shock. The good news is a thoughtful financial plan can place you on the right trajectory, eliminate unnecessary worry, and free you to live while your money works […]

Opening Savings Accounts for Kids Presented by Marc Aarons I recently had a conversation with a parent who asked when they should start a savings account for their child. I thought I’d share with you what I told them, in case it’s helpful for you or someone in your network.   Bank on Financial Literacy […]

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Today, I’m reaching out to offer some insights that will help you stay focused and discern sound retirement advice from outdated adages that no longer apply in today’s economic landscape.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 […]

Easy Planning to Setup for a Successful Year Presented by Marc Aarons As we begin the new year, it’s the perfect time to take control of your financial affairs and set yourself up for success. By setting goals and tracking them, you can ensure that you stay on track and achieve your financial resolutions. At […]

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 – […]

Some parents and grandparents have that possibility in mind.  Provided by Marc Aarons  Individual Retirement Arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily. Imagine using an IRA not only to save, but to facilitate a home purchase. This would obviously be a tall order for an adult, given […]

What does this mean for your overall retirement strategy? Provided by Marc Aarons  Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. CNBC reported on findings that place 401(k) accounts at all-time highs, with some even joining the […]

How to keep track of your savings bonds’ maturity dates. Provided by Marc Aarons  Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a drawer, you may want to take a look at them to see if any of your bonds […]

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 […]

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. A review of Q2 2021, Presented by Marc Aarons THE QUARTER IN BRIEF The second quarter began by building on the first-quarter’s gains, with stretches of sideways […]