Money Matters – Defined Benefit Plan

 In one of my quarterly meetings with my tax preparer and consultant John DePasquale – we discussed in detail as to what my options were to have the ability to put more money aside for retirement and potentially get a tax deduction as well. John came back to me in a...

Money Matters – May 2017

 A recent survey that comes out on a yearly basis ranks the best states for retirees to move to and there were some changes within the top 10 states this year, Simply put the criteria that determines the overall best and worst states involves such practical things...

Money Matters – An IRA May Be in Your Future!

 Most Americans who are not self-employed, rarely invest in an Individual Retirement Account, yet more people are winding up with these tax-sheltered retirement accounts. This is because of rollover IRA’s – those IRA’s funded from other retirement accounts, such as...

Money Matters Life Insurance

 When was the last time you reviewed your life insurance needs? It’s probably been a long time… Life insurance isn’t all that much fun to buy, much less talk about, but it should be a critical part and the starting point of your financial plan(s). A life insurance...

Money Matters – Ever Dreamed of Retiring Abroad?

 The lower cost of living…the relaxed lifestyle…the gorgeous weather…Well, that’s what it’s supposed to be like. But how does that all square with reality? A recent survey has the answers. I became fascinated about the concept of retiring outside of the United States...

Money Matters – Part two of two

Continuing from last month’s article on Money Matters. No.5 Get Right With Retirement If you’ve been socking money away in your work-sponsored retirement account, you’re ahead of the game. But are you actually on track to retire on time? There’s only one way to find...