The Markets (as of market close October 27, 2017) Strong third-quarter corporate earnings and an expanding gross domestic product helped push the S&P 500 and Nasdaq to new record highs last week. The Dow also gained close to 0.50%. While technology stocks led the way, health-care shares didn’t fare as well, pushing the small-cap Russell […]
The Markets (as of market close October 27, 2017) Read More »
Once you get past the bureaucracy, it’s not too hard. The annual Medicare Open Enrollment season opened Sunday, Oct. 15 and runs through Thursday, Dec. 7. Unfortunately, Medicare is a maze with more twists and turns than an Agatha Christie novel. Click here to read the rest of the story. Have questions? We can help!
How to Navigate the Medicare Maze Read More »
Once you get past the bureaucracy, it’s not too hard. The annual Medicare Open Enrollment season opened Sunday, Oct. 15 and runs through Thursday, Dec. 7. Unfortunately, Medicare is a maze with more twists and turns than an Agatha Christie novel. Click here to read the rest of the story. Have questions? We can help!
How to Navigate the Medicare Maze Read More »
You’ll have a lot to look forward to if you plan well Living within your means can be difficult. It requires planning, discipline and awareness of what your personal financial limits are. Getting started on planning your finances and adhering to your personal financial plan day in and day out can be a bit of
7 Ways to Live Within Your Means Now so You Can Enjoy Retirement Later Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Well good morning everybody it’s another Saturday at 9:00am and that means it’s time for On the Money, Certified Financial Group 96.5 WDBO. We have Joe Bert and Nancy Hecht live in the studio, good morning, everyone. Good morning! Joe, what are we
TRANSCRIPT FOR THE OCTOBER 21, 2017 “ON THE MONEY” SHOW Read More »
Posted by Nancy Hecht, CFP®, AIF® Do you remember the 1993 movie “Grumpy old men?” It was about a couple of retired guys that spent most of their retirement bickering with each other and fishing. You would think that a story about lifelong friends spending their retirement years on the water would be nice, but they
Don’t’ Be a Grumpy Old Man. Read More »
Posted by , Denise Kovach, CFP®, AIF® Inherited IRA’s, also known as stretch IRAs, are specifically designed for retirement plan non-spouse beneficiaries – those who have inherited an IRA or workplace retirement plan such as a 401k (although one would be appropriate for a spouse who is under the age of 59-1/2 and needs access
Mistakes with Inherited IRAs Read More »
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