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IRA New Year's Resolutions

Submitted by Madison Planning Group on December 7th, 2018

As 2018 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are in order?

Tags:
  • Beneficiary
  • IRA
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Reviewing Your Estate Plan

Submitted by Madison Planning Group on December 7th, 2018

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

Tags:
  • Beneficiary
  • Estate Plan
  • Estate Planning
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So It’s Your First Market Hiccup. What Should You Do Now?

Submitted by Madison Planning Group on November 27th, 2018

By Ron Lieber

We’ve been here before. Stocks can fall fast and bounce back hard, even if they haven’t moved all that much or that quickly in recent years.

Tags:
  • Economy
  • Stock Market
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Is Buying Bulk Worth It

Submitted by Madison Planning Group on November 26th, 2018

In theory, buying goods in bulk seems like a smart, money-saving strategy. But in practice, is it really worth it? Next time you're out shopping, consider the following before you stock up on large quantities of your favorite products.

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Talking to Your Teen About Money

Submitted by Madison Planning Group on November 26th, 2018

You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky topic to broach, odds are that your teenager will rely on you to learn basic financial management skills. And the teenage years can be a critical learning period.

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What Happened To Your Money?

Submitted by Madison Planning Group on November 26th, 2018

If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in.

Tags:
  • Debt
  • Investment
  • Savings
  • Social Security
  • Taxes
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Fall - Winter Home Maintenance Checklist

Submitted by Madison Planning Group on November 16th, 2018

As many of us learned yesterday (Our Staff Included) winter can come out of nowhere. Complicating our daily commutes and causing damage to our homes.

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Gary Attends Ed Slott and Company Training

Submitted by Madison Planning Group on November 6th, 2018

Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Coronado, Calif. October 25-27, 2018.

Tags:
  • Ed Slott
  • Estate Planning
  • IRA
  • Retirement Planning
  • Tax Policies
  • Tax Season
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Five Questions about Long-Term Care

Submitted by Madison Planning Group on October 29th, 2018

1. What is long-term care?

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:

Tags:
  • Insurance
  • Long Term Care
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How can I safely shop online this holiday season?

Submitted by Madison Planning Group on October 22nd, 2018

How can I safely shop online this holiday season?

Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However, with this convenience comes the danger of having your personal and financial information stolen by computer hackers.

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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IL, MA, MD, MN, NC, NJ, NV, NY, PA, RI, SC, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.

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