Women, Longevity Risk and Retirement Saving
Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% […]
3 Reasons to Wait Until You Retire to Make a Roth IRA Conversion
One of the most commonly asked Roth IRA questions is: “Should I make a Roth conversion?” While Roth conversions can make sense at any age, depending on your particular circumstances, […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
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 […]
Bond Funds and Interest Rates: What You Should Know
This is an excerpt from an article by Anthony A. Saccaro, ChFC, published on Friday, October 11, 2013 in the following newspapers: Pasadena Star-News, Whittier Daily News, San Gabriel Valley […]
How to Use Financial Indexes as Investment Benchmarks
Success in life is often times about perspective, and this truth follows suit in the investing realm as well. The performance of your investments can be deemed good, acceptable or […]
A Readiness Check for the Do-It-Yourself Investor
Investing isn’t something you throw together at the last minute. It takes thoughtful research, planning and monitoring to successfully invest and grow your assets. That’s why we’ve put together several […]
529 Plans for Kids’ College Education
It’s back-to-school time and, if you’re like many parents, not only do you really want to give your children the gift of higher education but there’s also a big part […]
Prioritizing Your Retirement Needs – Part II
In the first part of this article, we discussed several elements that often comprise the shape and tone of a retirement picture, and stressed the importance and absolute need to […]
Prioritizing Your Retirement Needs – Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the image? A comprehensive retirement plan is, in a manner of […]