7 Tax Tips for 2012
Remember Roth IRA conversion taxes
Anyone, regardless of income, can convert a traditional individual retirement account to a Roth IRA. But when that option first became available in 2010, a special feature that year allowed individuals who converted to a...
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The 10 Worst States for Retirees in 2012
Market Watch – The Wall Street Journal -
If you live in Illinois, we have some good news for you. You no longer live in the absolute worst state in which to retire. The bad news? You live in the second-worst state, according to research released...
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The Golden Years… Myth or Reality?
by DJ Wilson - The “golden years” refers to the time of life after retirement from employment when seniors are at the peak of achievement and are enjoying life to the fullest without the financial stress of having to work. New financial challenges,...
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Beware of Early Retirement Scams
by Gene Barrett –
You’re probably wise enough to avoid a get-rich-quick scheme but can you recognize an early retirement scam? The idea of retiring early holds significant appeal for many of us – and scam artists know this. If you find yourself...
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Create a Budget and Take Control of Your Finances!
by Rebecca Weber -
Creating a budget is the first good step you can make to take control of your life and finances. A budget will enable you to develop a strategy that can address both your short term needs and long term goals.
So why do so many...
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Annuities… What are they and how do they work?
Today, Certificates of Deposits are at an all time low causing people to take a closer look at annuities. To help you understand them better we have put together some brief questions and answers....
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Last Chances
By Richard A. Fallica, RFC, CEP
An open letter to AMAC Members:
“I don’t know if we’ll make it out. I want to tell you that I love you and I love the kids.”
-Capt. Walter Hynes, NYFD
This was a voicemail message to his wife. The date was Sept. 11,...
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Health Savings Accounts
Health Savings Accounts have features and benefits worth looking into
Health Savings Accounts (HSAs) were passed into law in 2003 and became effective January 1, 2004. They were created with the intent to give you more control over your own healthcare...
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