2013 Retirement Planning Key Numbers

By |2013-03-01T20:22:55+00:00March 1st, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2013. Some of the key numbers for 2013 are listed below, with the corresponding limit for 2012. (The source for these 2013 numbers is IRS Information Release IR-2012-77.) Elective Deferral [...]

Start off the New Year on solid financial footing with these tips

By |2017-04-18T20:53:58+00:00January 2nd, 2013|Categories: Press Room|Tags: , , , , , |

reposted from NYDailyNews.comby: Fran GoldenDecember 31, 2012 Don't feel too guilty if you couldn't resist that last-minute gift-buying binge last week.   It's time to put 2012 behind and make resolutions that will put you on firm financial footing for the coming year.   Assessing the condition of your financial state at the start of a [...]

8 Ways to Jump Start your Wealth in 2013

By |2017-05-09T22:11:41+00:00December 20th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

Here are my tips for a more positive, joyful and prosperous 2013. Reflect on your success in 2012.   Success begets success.  When you focus on the positive, you naturally create more.  Small wins keep you going, particularly in times of stress.  Find the good! Use the My Money Checklist tool to discover 1 or 2 new [...]