• slide1
  • slide2

Proposed Changes For Retirement Plans

Category Archives: Financial Planning

Proposed Changes For Retirement Plans

🖨 Print⏱ 4 min readLaws regarding retirement savings plans don’t change all that often or all that much. Occasionally, new regulations are issued mandating disclosures that no one ever reads – and inflation-adjusted contribution limits tend to inch up each … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Financial Tips for Recent College Graduates

🖨 Print⏱ 4 min readMembers of the college graduating class of 2017 owed an average of close to $30,000 each in student loan debt. Imagine starting out adult life with that kind of debt load? The prevalence of this type … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Social Security: News, Tips and Trends

🖨 Print⏱ 4 min readThere are a number of threats that both retirees and pre-retirees are facing right now when it comes to drawing Social Security benefits. For example, there’s a new scam this year. Seniors are being solicited by … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Coverage and Tax Considerations For Work-Sponsored Life Insurance

🖨 Print⏱ 3 min readWhile employers have cut back on pensions and their 401(k) plans do not offer the same level of retirement income security, they have stepped up in the area of life insurance. The majority of Americans (68 … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Elderly Caregiver Facts and Figures

🖨 Print⏱ 5 min readThese days, people who live to age 65 can expect to live at least another 20 years. That means many are likely to require some form of assisted caregiving. According to aging experts, the following guidelines … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

8 Strategies To Reduce Market Exposure

🖨 Print⏱ 3 min readOver a 10-day period in December 2018, the Dow Jones Industrial Average (DJIA) dropped by more than 350 points six different times. It then experienced its largest increase on record – a 1,000-point gain in one … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

New Proposals for Government Programs

🖨 Print⏱ 4 min readThe Tax Cuts and Jobs Act delivered a wealth of benefits for taxpayers at every income level, but none more so than for the very rich. The net result of huge tax breaks for both high-income … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment