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and grandparents to save for children’s college costs without paying any taxes on investment growth until the money is withdrawn.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 The Street.com, August 27th, 2015 By Scott Gamm NEW YORK (MainStreet) — The whiplash seen in stocks over the last week means your retirement savings strategy needs a little extra care.If you’re still searching for a strategy or the markets meltdown makes you a wary of your current plan, here are three ways to… Read more »
From The Street.com, August 7th, 2015 By Scott Gamm NEW YORK (MainStreet) — If you suffer from retirement savings-itis, listen up. Chances are, your retirement savings plan of attack, if you even have one, needs a tune up. One of the biggest mistakes is not saving for retirement early enough. You’ve probably heard this before, but the numbers don’t… 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 »
NEW YORK, NY–(Marketwired – June 03, 2015) Chartered Advisor in Philanthropy® (CAP®) designation will help Nadler and Capital Management Group provide informed strategies for those clients interested in philanthropic and charitable programs Only about 1,250 individuals have been awarded the CAP® designation since its inception in 2003 Capital Management Group of New York, a comprehensive… Read more »
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