Posts by Jon Magoch
Money Matters 04/10/2017 – Health Care Plans
Health care coverage and preserving your retirement assets
Read MoreMoney Matters 04/03/2017 – Annuities
Some questions to ask about annuities
Read MoreGlobal Trade: Problems and Potential Solutions
Global trade and investment have increased dramatically over the past 30 years.¹ On one hand, importing lower-cost goods from other countries has saved Americans money. On the other, it has…
Read MoreMoney Matters 03/27/2017 – Retirement Coaches
Top performers gain from top coaching
Read MoreMoney Matters 03/20/2017 – Your Risk Score
The power of a risk score
Read MoreMoney Matters 03/13/2017 – Old 401Ks
Thoughts related to old 401K funds Thoughts related to old 401K funds
Read MoreInvestment Trends for 2017
There are plenty of changes on tap for the 2017 investment horizon, not the least of which is a new business and investment-minded president in office. In its investment outlook…
Read MoreQuick Facts About IRAs
While an IRA may have a lower annual contribution limit (2017: $5,500; $6,500 age 50 or older<1>) than a workplace-sponsored retirement plan, opening an IRA can provide an opportunity to…
Read MoreMoney Matters 3/6/17 – Pregame
Important pregame planning before actual retirement.
Read MoreTax Strategies for Retirement Portfolios
Tax-deferred financial vehicles are an effective way to accumulate assets while you’re working. However, once retired, individuals should carefully consider how (and when) to position assets to help optimize growth…
Read More