Category Archives: Financial Services

Building Confidence in Your Strategy for Retirement

Posted on Monday, August 13, 2018 by

Worker confidence seems to be on the rise, while retiree confidence is on the decline. A deeper dive into the research reveals lessons and tips that can help you build your own retirement planning confidence.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , , | Leave a comment


Have You Made Any of These Financial Mistakes?

Posted on Friday, August 10, 2018 by

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?

Also posted in Mailchimp RSS | | Tagged , , , , , , , , , , , , , , | Leave a comment


Designating a Beneficiary for Life Insurance

Posted on Friday, August 10, 2018 by

A beneficiary is the person or entity you designate to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you, while others have no such restriction.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , | Leave a comment


Marriage and Money: Taking a Team Approach to Retirement

Posted on Sunday, July 15, 2018 by

Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement.

Also posted in Mailchimp RSS | | Tagged , , , , , , , | Leave a comment


Protect Your Heirs by Naming a Trust as IRA Beneficiary

Posted on Thursday, July 12, 2018 by

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.

| Tagged , , , , , , , , , | Leave a comment


Going Public: An IPO’s Market Debut May Not Live Up to the Hype

Posted on Thursday, July 12, 2018 by

Initial public offerings tend to reflect broader economic and market trends. And not surprisingly, 2017 was the busiest year for the global IPO market since 2007.

| Tagged , , , , , , , , | Leave a comment


Can I Convert My Traditional IRA to a Roth IRA in 2018?

Posted on Wednesday, June 20, 2018 by

If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years.

Also posted in Mailchimp RSS | | Tagged , , , , , , , | Leave a comment


Pick Your Plastic: Debit or Credit?

Posted on Friday, June 15, 2018 by

There are several reasons people may use a debit card for regular expenses and a credit card for “extras.” However, when deciding which card to use, you should be aware of other differences.

| Tagged , , , , , , , | Leave a comment


A Parent-Child Conversation About College Costs

Posted on Friday, June 15, 2018 by

If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about college costs. A frank discussion can help both of you get on the same page, optimize the college search process, and avoid getting blindsided by large college bills.

Also posted in Mailchimp RSS | | Tagged , , , , , , , , | Leave a comment


© Copyright 2018 Skoda Minotti | Privacy Policy | Disclaimer | Remote Support
Cleveland 440-449-6800 | Akron 330-668-1100 | Tampa 813-288-8826
Website designed and developed by Skoda Minotti Strategic Marketing