by Sara Stanich | Oct 3, 2012 | Cash Flow, General, Investing, Planning, Press, Retirement, Saving
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”. Karen made the point – which I often find to be true –...
by Sara Stanich | Oct 3, 2012 | Cash Flow, General, Investing, Planning, Press, Retirement, Saving, Uncategorized
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”. Karen made the point – which I often find to be true –...
by Sara Stanich | Sep 24, 2012 | Divorce, Retirement
This is the sixth post in my “Divorce & Your Money” series. Also watch this podcast interview on retirement assets and divorce. For many, retirement savings in a 401(k) or IRA may be their biggest financial asset. Here is a summary of retirement account basics...
by Sara Stanich | Sep 19, 2012 | Retirement, Taxes
If you are changing jobs or retiring, and shares in your company stock are part of your retirement plan, you have an additional option to consider when you transfer this asset out of the company plan. Net Unrealized Appreciation (NUA) is a strategy which may...
by Sara Stanich | Aug 27, 2012 | Retirement
If you have inherited an individual retirement account (IRA), you may want to transfer the funds into an inherited IRA, also known as a beneficiary IRA. This type of inheritance typically comes from a parent, spouse or other family member, but could come from anyone....
by Sara Stanich | May 9, 2012 | Insurance, Planning, Retirement
Many of my clients (and my own parents) are approaching the age of 65, which means they’ll be eligible for Medicare coverage. But until they are in it, most are uncertain about what a switch to Medicare will mean for their budget. Pai Gee-Janssens is a Medicare...
Recent Comments