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The Difference Between Good and Bad Debt

Who will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey, 44% of boomers reported that they were concerned about the size of their household debt. While many are carrying mortgages, paying with plastic also exerts a drag on their finances. According to […]

The Psychology of Saving

Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving becomes a commitment. With a less positive outlook, it becomes a task – and tasks and chores are often postponed. Financially speaking, saving is winning. Sometimes that lesson […]

Your Estate Planning Checklist

Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who pass away without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No matter what your age, here are some things you may […]

6 Steps to Get Out of Debt

When it seems like you can barely keep your head above the financial waters, what can you do to lighten up the heavy debt load? Positive moves to counteract negative cash flow. The financial analysis website nerdwallet.com keeps track of the various debts common to the U.S. household. As of April 2014, they found an […]

2014 IRA Deadlines Are Approaching

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.  Here is what you need to know for 2014: *April 1 is the absolute deadline to take an initial IRA Required Mandatory Distribution (RMD). *April 15 is the deadline for making annual contributions to a traditional […]

5 Financial Resolutions You Need to Make — Our Interview for FOXBusiness

This week’s blog post is courtesy of Donna Fuscaldo and was published on December 31, 2013 by FOXBusiness.  The article features expert opinions on setting financial goals for the year ahead.  Anthony A. Saccaro, ChFC, offered his input on how to set up a diversified portfolio, what lies ahead for bonds and interest rates in 2014 and why you […]