From Money.com, September 24, 2015 By Donna Rosato Q: I am 68 and my wife is 65. We’re both retired but my pension doesn’t cover our monthly expenses. I haven’t taken Social Security yet. But I have some health issues. I have substantial savings, growing at 2% to 3% a year. Does it make more sense to… Read more »
From usnews.com, September 10, 2015 By Kate Stalter There’s no question that 529 college savings plans have distinct advantages. In particular, they allow parents and grandparents to save for children’s college costs without paying any taxes on investment growth until the money is withdrawn. To avoid penalties, the money must be used for qualified education expenses. At… Read more »
From usnews.com, September 8, 2015 By Kate Stalter It’s no secret that baby boomers and Generation X are notoriously poor savers. Whatever the reasons, there are likely large numbers from the boomer and Gen X group who find themselves unable to put away much money for their children’s college educations. Enter the grandparents. According to a… Read more »
From Crain’s Wealth, July 17, 2015 By Thomas Mingone, Managing Partner Every financial adviser has some sort of self-interest when it comes to your wealth, so ask the right questions and know what you’re paying. For years now, the financial press has been writing about the conflict between the forces of good (the fee-only adviser)… Read more »
Special to Newsday, July 16th, 2015 By Sherylnance-Nash This summer is on track to be the best home buying season since 2006, with robust demand and a corresponding growth in supply, according to Realtor.com. But before you get excited, realize there are obstacles that might keep you on the outside looking in. Be prepared: “Most… Read more »
From Money.com, June 4,2015 By Donna Rosato Q: Can I take out a reverse mortgage and invest that money in an account that would pay a decent rate of return? My home is paid off and the equity is just sitting there drawing no return. If repay the loan in 10 or 20 years with… Read more »
From usnews.com, May 26, 2015 By Geoff Williams We won’t judge, but we advise discussing these topics with your mate. It can be the best feeling in the world at first – realizing that despite your first marriage ending, there is someone else out there for you. But to marry again, or again and again,… Read more »
From Money.com, March 23, 2015 By Donna Rosato and Penelope Wang The number of savers with seven-figure workplace retirement plans has doubled over the past two years. Here’s how you can become one of them. The 401(k) was born in 1981 as an obscure IRS regulation that let workers set aside pretax money to supplement their pensions. More… Read more »
See the video of how Capital Management Group senior partner Donna Nadler discusses why impact investing is getting so much attention from investors and how it requires a different level of commitment than traditional philanthropy. This video originally appeared in March 2015 and certain information presented may have changed. For more current information please contact… Read more »
From Money.com, February 24, 2015 You can’t count on high investment returns forever. Take control of your future with these savings tips. It’s been a great ride. But the bull market that pumped up your 401(k) over the past six years won’t last forever. Even though the stock market is up so far this year,… Read more »
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