Safety First

by Robert Katch | June 11, 2019
Senior citizens can find a wealth of “best of” lists on, including best assisted living facilities, best dental and vision...

Are Millennials Saving for Retirement?

by Seth Catanese | May 20, 2019
Are millennials saving for retirement? According to a retirement savings and spending study, 31% of millennials are contributing to a retirement...

3 Things You Need to Know About Social Security

by Laura Navarro | May 4, 2019
Social Security is an often-confusing topic for pre-retirees. There are a lot of questions around when it’s best to start taking your Social...

Are Your Financial Values Part of Your Legacy?

by Steve Scott | March 22, 2019
The estimate currently sits at $68 trillion dollars that the Baby Boomers will pass on to the next generation. For most of those 45 million...

If Lottery Winners Have a Team, Should You Have One Too?

by Manchester Financial | October 23, 2018
Lottery jackpots are making headlines again, with the current payout climbing over $1 billion and attracting attention from dreamers everywhere....

Back-Door Roth IRA Conversion Strategy – 3 Things to Keep in Mind

by Manchester Financial | October 2, 2018
What is a Roth IRA? “Life is not getting cheaper for millions of American families … it’s only fair to let them keep more of their hard-earned...

What is the NUA Tax Break and How Can You Get It?

by Robert Katch | September 25, 2018
Tax laws have been in the news a lot this year and they just seem to get more and more complicated. While not everyone needs to be a tax expert, we...
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