Professional athletes may train long and hard for a moment of glory, but for the rest of us, every day is a 12-hour marathon. Are you running at peak capacity?
Being named the executor of an estate may not be as certain as death and taxes, but it’s often nearly as unwelcome.
The executor’s role is to marshal the
Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Financial organization is a
Income taxes will reduce how much account owners receive from their traditional IRA savings. But planning ahead can help mitigate those taxes.
Tax deferral is
Estate planning is more important than ever, as changes from the new tax act could significantly impact you.
Many people probably don’t want to think about
Between rising interest rates and the passage of tax reform, you may be wondering if it is an opportune moment to pay off the mortgage. Here’s what you need to
Bah Humbug to the Fiduciary Rule
Jay L. Gershman, Retirement Visions LLC, West Hartford
Over the past year, much has been written about the fiduciary rule, a
10 Ways to Get Set for a Financially Fit Year
Jay L. Gershman, Retirement Visions LLC, West Hartford
It always amazes me how many people contact us to start a
Believe it or not, the year is slowly coming to a close, and we turn our thoughts to 2019. Maybe you have retired in 2018, or you plan to in the coming year
Understanding the Origins of Financial Stress
Jay Gershman, Retirement Visions LLC, West Hartford
Have you ever wondered why a married couple can react to
Rational investors make better decisions—or so the thinking goes. However, new studies show that rational thought and emotions are both necessary to cut
Do you tend to spend impulsively during the holiday season? Don’t let impulse purchases drag down a sensible financial plan. Consider these expert tips on being
