by Marvin Bales | Jan 5, 2020 | General, IRA, Retirement, Taxes
Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...
by Marvin Bales | Oct 12, 2019 | General, Taxes
Some alterations to the Internal Revenue Code were less publicized than others. Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up with them all. Here is a look at some important (yet...
by Marvin Bales | Sep 22, 2019 | General, Taxes
What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live and work on your terms. On...
by Marvin Bales | Aug 20, 2019 | Estate planning, General, Retirement
Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms and...
by Marvin Bales | Jul 22, 2019 | General, Investing, Retirement
A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing...
by Marvin Bales | Jun 15, 2019 | Estate planning, General, Life Insurance, Long-Term Care, Retirement
Are they worthwhile alternatives to traditional LTC policies? The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you have noticed this. Last year, the American Association...
