Monday, December 28, 2015

How Gen Xers Can Get Their Retirement Saving Back on Track

The article How Gen Xers Can Get Their Retirement Saving Back on Track Find more on: http://ift.tt/1Qf2CkK

Steps that may help to address a savings shortfall.  Were you born within the years 1965-1980? That makes you a member of Generation X, and it means you are…

Thursday, December 24, 2015

Fall Financial Reminders 2015

The following blog post Fall Financial Reminders 2015 See more on: http://ift.tt/1Qf2CkK

Here are some important things to note as the year 2015 comes to a close. As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives.

Monday, December 21, 2015

Terrorism & the Financial Markets

Terrorism & the Financial Markets was first seen on http://ift.tt/1HV0AEo

Wall Street has the potential to recover quickly from geopolitical shocks. The worst terrorist attack in Europe since 2004 has rattled governments and investors…

Thursday, December 17, 2015

Family Wealth Advisors Holiday Luncheon Was Fun!

Family Wealth Advisors Holiday Luncheon Was Fun! Read more on:  - Biro Financial & Retirement Services

On Tuesday 12/14/15 we invited all of our clients to a holiday luncheon.   Some brought friends along to meet Jeff. Alec Young, SunAmerica wholesaler underwrote this event which was catered by sandwiches & salads from Paradise Bakery. Everybody had a wonderful time canoodling & sampling 11 cookie entries–more entries than ever before!   5 judges [...]

The Trans-Pacific Partnership of Twelve Nations

The following post The Trans-Pacific Partnership of Twelve Nations was first published on Biro Financial News

How might it affect our economy & Pacific Rim trade? Twelve nations have negotiated a major Asia-Pacific trade agreement…

Monday, December 14, 2015

Key Person Insurance VERY Important For Some Businesses

The following post Key Person Insurance VERY Important For Some Businesses Read more on: Biro Retirement Services

A way for businesses – especially niche businesses – to address a major risk.  Who are the people most crucial to your business? Have you taken steps to insure them?

Thursday, December 10, 2015

Charitable Lead Trusts Can Reduce Taxes

Charitable Lead Trusts Can Reduce Taxes was first published on Jeffrey Biro Financial Planner

How they work, how they may help you reduce taxes. Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating a charitable lead trust…

Monday, December 7, 2015

Transfer on Death or Living Trust?

Transfer on Death or Living Trust? was originally published to http://ift.tt/1zy8js2

A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective…

Thursday, December 3, 2015

When Parkinson’s Disease Is Diagnosed

When Parkinson’s Disease Is Diagnosed was originally seen on http://ift.tt/1HV0AEo

Part of a series on how to care for your aging parents.  About 60,000 Americans will be diagnosed with Parkinson’s disease this year. Many of them will be baby boomers…