I cringed when I read that the Cares Act designed to help Americans adversely affected by the pandemic would allow people to withdraw up to $100,000 from their
Jay L. Gershman, Retirement Visions LLC, West Hartford
While many people are suffering financially right now, that doesn’t necessarily have to be you. If you
The stresses of self-isolation are wearying everyone as we shelter in place to beat back the coronavirus. Here are some tips on how to manage better, especially
When dealing with financial affairs, actions in one area can spill over into another. Sometimes these unintended consequences can be avoided; other times they
With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever planning in
Jay L. Gershman, Retirement Visions LLC, West Hartford
Most people have self-doubts or negative thoughts that run through their brain like a recording that
When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is
Jay L. Gershman, Retirement Visions LLC, West Hartford
Don’t make the mistake I made - Deciding whether to decline the University Health plan isn’t simple
IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account.
Individual retirement
Jay L. Gershman, Retirement Visions LLC, West Hartford
Yes, a reverse of the old saying is sometimes more appropriate when the stock and bond markets seem too
Jay L. Gershman, Retirement Visions LLC, West Hartford
Despite setting New Years resolutions in January, inevitably new clients show up in December for
According to a recent study, retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they
