Recession-Proofing Strategies Based on Age Presented by Marc Aarons   There’s been a lot of talk recently about a recession. Given the uptick in chatter, I thought I would reach out with a game plan of sorts for recession-proofing assets based on age. Feel free to share this with others in your network who may […]

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 […]

The Biggest COLA Increase Since 1981 Presented by Marc Aarons   How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top […]

That may be unlikely, but the program does face financial challenges. Provided by Marc Aarons and Money Managers, Inc. Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume that no action will be taken to address Social Security’s financial […]

Are you aware of them?  Provided by Marc Aarons at Money Managers, Inc. The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried. Thanks to […]

Start your “second act” with inadequate assets, and your vision of the future may be revised.  Provided by Marc Aarons at Money Managers, Inc.     How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees […]