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Don’t Shred Those Tax Documents Yet

By Marcus F. Johnson, CFPⓇ | April 15, 2019

You’ve completed your taxes for the year and now you’re wondering what to do with that pile of records, 1099s, receipts and bank statements. The experts agree, take the time to organize them and store them in a secure place. You may need to refer to them in the months or even years ahead if…

5 Reasons to Set Up Your Online Social Security Account

By Marcus F. Johnson, CFPⓇ | April 3, 2019

For many of us, Social Security has a part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are some good reasons why you should set up your online Social Security account at www.socialsecurity.gov/myaccount. You can go online to ensure there aren’t any…

Where to live as we age?

By Marcus F. Johnson, CFPⓇ | February 12, 2019

One of the most stressful decisions as you age is whether to stay in your current home or consider other alternatives. According to a survey by AARP, 90 percent of adults age 65 and older want to remain in their current residence as long as possible.  The desire to “age in place” is a natural…

Splitting Retirement Plans When Divorcing

By Marcus F. Johnson, CFPⓇ | February 4, 2019

While no one marries with the intention to later separate, if divorce or legal separation is in your future, make sure you understand the implications against retirement savings. If you or your spouse have money in retirement plans, you’ll most likely have to share the assets. It’s important to understand what governs the division of…

Health Care Considerations Before Retiring

By Marcus F. Johnson, CFPⓇ | January 28, 2019

Amid retirement anticipation, it is crucial to take the time to make wise decisions regarding health care coverage.  Here are some things to consider at various times. Retiring at any age: While some Medicare Advantage plans cover dental and routine vision services, regular Medicare and Medigap plans don’t. If you’re not planning to buy a…

Year-End Money Moves

By Marcus F. Johnson, CFPⓇ | December 18, 2018

As 2018 winds down, it’s natural to focus on holiday activities. It’s also a great time to calculate your net worth, review your saving and spending for the year, and consider some smart moves to help you reach your financial goals. Here are a few to consider: Rebalance your portfolio. Has a certain class of…

Be Smart about Charitable Giving

By Marcus F. Johnson, CFPⓇ | December 11, 2018

Americans, as a group, are generous—especially during this wonderful holiday season. But they can also become cynical if they feel they have been duped.  A recent example is the New Jersey couple who raised hundreds of thousands of dollars for a homeless man on GoFundMe.  The feel-good story turned sour when New Jersey prosecutors announced…

Weekly Market Commentary – 11/12/2018

By Admin | November 13, 2018

For the Week of November 12, 2018 The Markets The three major indexes fell Friday as oil prices dropped 1.0 percent amid a rising global supply and the Federal Reserve appeared on track to raise interest rates next month. Reports from China indicating falling domestic demand and manufacturing activity increased downward pressure. For the week,…

Weekly Market Commentary – 11/5/2018

By Admin | November 5, 2018

For the Week of November 5, 2018 The Markets Following three mid-week stock market rallies, stocks fell Friday. Trade concerns weighed on stocks after a White House official suggested no deal with China was at hand. On a positive note, the Labor Department’s October jobs report was well above expectations. For the week, the Dow…

Weekly Market Commentary – 2018-10-29

By Admin | October 29, 2018

For the Week of October 29, 2018 The Markets U.S. stocks fell sharply Friday. Amid disappointing corporate results, continued concerns over trade tariffs and rising wages and borrowing costs, the S&P 500 and the Dow Jones turned red for the year. For the week, the Dow fell 2.97 percent to close at 24,688.31. The S&P…

Don't Shred Those Tax Documents Yet

Don’t Shred Those Tax Documents Yet

You've completed your taxes for the year and now you're wondering what to do with that pile of records, 1099s, ... Read More
5 Reasons to Set Up Your Online Social Security Account

5 Reasons to Set Up Your Online Social Security Account

For many of us, Social Security has a part in our financial plans for retirement or later stage of life ... Read More
Where to live as we age?

Where to live as we age?

One of the most stressful decisions as you age is whether to stay in your current home or consider other ... Read More
IRA 401k Divorce

Splitting Retirement Plans When Divorcing

While no one marries with the intention to later separate, if divorce or legal separation is in your future, make ... Read More
Health Care Considerations Before Retiring

Health Care Considerations Before Retiring

Amid retirement anticipation, it is crucial to take the time to make wise decisions regarding health care coverage.  Here are ... Read More
Year-End Money Moves

Year-End Money Moves

As 2018 winds down, it's natural to focus on holiday activities. It's also a great time to calculate your net ... Read More
Be Smart about Charitable Giving

Be Smart about Charitable Giving

Americans, as a group, are generous—especially during this wonderful holiday season. But they can also become cynical if they feel ... Read More
Weekly Market Commentary – 11/12/2018

Weekly Market Commentary – 11/12/2018

For the Week of November 12, 2018 The Markets The three major indexes fell Friday as oil prices dropped 1.0 ... Read More
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