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Tag: Information

Getting By With a Little Help From Your Friends

Posted on August 31, 2020March 20, 2021 by Jonathan

Don’t be afraid to share any good financial or retirement saving tips with friends

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Protect Yourself and Your Savings From Bad Info

Posted on February 28, 2020 by Jonathan

Retirement plans and the tax laws that govern them can be intricate and complex. Furthermore, the recently passed SECURE legislation has forced many wealth managers, financial advisors, and tax experts to relearn how some retirement plans work and the best strategies to deal with the changes. It’s no surprise then, with all that, even professionals…

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Do You Understand Your Employer Retirement Benefits?

Posted on June 21, 2019 by Jonathan

Many companies offer retirement benefits. Those benefits can range from simply offering 401(k)s to a wide range of financial resources that can include financial planning and multiple retirement account options. Furthermore, with legislation working it’s way through Congress that could allow small businesses to band together to offer retirement savings plans, more Americans could find…

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Drowning Out the Noise

Posted on April 24, 2019 by Jonathan

If your nest egg consists of stocks (or mutual funds or ETFs), do you watch CNBC to get strategy and investment ideas? Does must-see TV for you include Fox Business or Bloomberg TV? While it’s all well and good to get perspectives and ideas from the pundits and talking heads on TV, you should be…

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Good IRA Owners Update Beneficiary Forms

Posted on August 16, 2018 by Jonathan

In my last blog post, I talked about the importance of doing a thorough review of your retirement accounts and plans at least a few times a year. Today, I’m going to focus on making sure your retirement account beneficiary forms–as well as insurance policy beneficiary forms–are up-to-date. This is very important as outdated or…

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Make Sure You Read Efficiently and Effectively

Posted on May 10, 2018 by Jonathan

Thanks to the Internet, you can read up on just about every topic imaginable (thanks for choosing my blog at this moment! lol.). With all those words out there to read, how do you know that you are reading efficiently and getting the most out of what you are reading? The key is to get…

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Protecting Your Tax Return Information

Posted on April 9, 2018 by Jonathan

Tax returns are a popular target for scammers and identity thieves. The information provided on your tax return contains lot of private information about you and your family (i.e. Social Security numbers, income, business information, etc.), which can make it easy for criminals to steal your identity. While identity theft and the improper disclosure of…

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Revamping Your Retirement Decision Info

Posted on January 3, 2018 by Jonathan

The beginning of the new year can be a great time to review where you get your retirement saving and planning information. You can use the time to review just how effective or efficient the resources you currently use are as well as explore new sources of information. If you are looking for new online…

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