Which Elected Officials Will Tackle the Pension Problem?
Jay Gershman, Retirement Visions LLC, West Hartford
It’s no secret that many town, city, and state
Let’s Not Party Like It’s 1999
Jay L. Gershman
As a professional financial advisor, I’ve learned not to predict markets like so many experts on television
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and
The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going
A 20% deduction for small business owners sounds good, but the small business deduction is one of the trickiest elements of the tax act to understand. We
The Tax Cuts and Jobs Act, or TCJA, has imposed major changes in connection with how children are taxed and treated, and it definitely raises issues in this
Five Mistakes That Can Kill Your Social Security Decision
Jay Gershman, Retirement Visions LLC, West Hartford
When I meet people socially and tell them what I
Lessons for the New School Year: 10 Steps to Lead a More Focused Life
Jay Gershman, Retirement Visions LLC, West Hartford
The first few weeks of school always
Jay Gershman, Retirement Visions LLC, West Hartford
After a summer of high profile suicides and watching Kevin Love of the Cleveland Cavaliers talk about his
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical
How confident are Americans in the Social Security system?
Social Security is still a huge part of U.S. workers’ retirement plans, but they aren’t happy about
You might have read about how anyone could sneak $5,500 a year into a Roth IRA—even if exceeding standard income limitations—through a technique known as the
