A useful year-end move to counteract capital gains. Provided by Marc Aarons Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss […]

What are the limits for Donor-Advised Funds and Private Foundations?  Provided by Marc Aarons at Money Managers, Inc.      Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax advantages in mind. […]

It seems high time to dispel some of these misconceptions.  Provided by Marc Arrons at Money Managers, Inc.   Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Society still […]

Baby boomers entering their “second acts” should think about these matters.  Provided by: Marc Aarons at Money Managers, Inc.   Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In […]

Some things to think about as you get started with your strategy. Provided by Marc Aarons @ Money Managers, Inc. First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to gain ground […]

  Things you can do Financially for 2017            What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those […]