Thursday, May 26, 2016

Volatility Is Not Risk

The article Volatility Is Not Risk was first published to Scottsdale Retirement News

The two should not be confused. What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept…

Thursday, May 19, 2016

Monday, May 16, 2016

Money Concerns for Those Remarrying

The following post Money Concerns for Those Remarrying is courtesy of http://ift.tt/1GYra0m

Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life?

Thursday, May 12, 2016

ABLE Accounts for Loved Ones with Disabilities

ABLE Accounts for Loved Ones with Disabilities was first seen on Scottsdale Retirement News

Families with special needs children have a new tax-advantaged savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan created to help parents save for a child’s higher education.

Monday, May 9, 2016

Financial Planning with Health Insurance in Mind

The blog post Financial Planning with Health Insurance in Mind was originally published to http://ift.tt/1GYra0m

How much might health care cost you someday? “Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question…

Thursday, May 5, 2016

The IRS Has Made Changes to 529 Plans

The IRS Has Made Changes to 529 Plans was first published on Jeffrey Biro Financial Planner

Learn about the two new tax perks for these college savings vehicles. Do you have a 529 plan account? Then you will want to know about a pair of federal tax law changes which may benefit you and your student, one involving a February 16 deadline…

Monday, May 2, 2016

The Investment Needs of Non-Profits

The Investment Needs of Non-Profits is courtesy of Jeffrey Biro Financial Planner

Just like households, charities and other groups need wealth-building strategies. As non-profit organizations grow, they also need to grow and preserve wealth.