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July 23, 2014. Matt P. Brown, CFP. What’s troubling is the Quantitative Analysis of Investor Behavior 2014 DALBAR survey results indicate that investors are not very effective in managing their own investment portfolios. And among other things, the survey shows that workers aren’t saving enough for retirement. To quote Dr. Olivia Mitchell, Executive Director of Wharton’s Pension Research Council. More than half of U.S. retirees will rely on Social Security for more than 50% of their total income. Remembe...

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Your Spouse’s Retirement & Social Security |

https://mascagniblog.com/2015/05/19/spouse-retirement-social-security

Your Spouse’s Retirement and Social Security. J Randall Mascagni, MBA, CFP. On May 19, 2015. From → 2015. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. You are commenting using your Google account. ( Log Out. Market Update & Perspectives.

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Unused 529 Contributions |

https://mascagniblog.com/2014/07/21/unused-529

Matt P. Brown, CFP. On July 21, 2014. Federal law imposes a 10% penalty on earnings (not principal) for non-qualified withdrawals. These distributions are allocated between principal and earnings on a pro-rata basis. If you withdraw funds not needed for college because the beneficiary has received a scholarship, you may be able to qualify for an exception to the IRS penalty on non-qualified distributions. From → 2014. Leave a Reply Cancel reply. Enter your comment here. Address never made public). You ar...

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2014 |

https://mascagniblog.com/category/2014

Posts from the ‘2014’ Category. Current Market Volatility on. October 14, 2014. Heard on the Street on. August 27, 2014. August 13, 2014. A look back on. August 8, 2014. July 23, 2014. Unused 529 Contributions on. July 21, 2014. Improving your Retirement Picture on. July 16, 2014. Keeping the summer financially sound on. July 11, 2014. When to start Social Security on. June 23, 2014. Life expectancy and retirement on. June 17, 2014. Laquo; Older Entries. A Brief Thought on Market Timing.

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2015 |

https://mascagniblog.com/category/2015

Posts from the ‘2015’ Category. A Brief Thought on Market Timing on. September 2, 2015. Market Update & Perspectives on. August 26, 2015. Getting Financially Ready for Retirement on. May 26, 2015. Your Spouse’s Retirement and Social Security on. May 19, 2015. May 12, 2015. Don’t make this Social Security mistake! April 21, 2015. A Brief Thought on Market Timing. Market Update & Perspectives. Getting Financially Ready for Retirement. Your Spouse’s Retirement and Social Security. Heard on the Street.

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Needing Retirement Income? |

https://mascagniblog.com/2015/05/12/needing-retirement-income

J Randall Mascagni, MBA, CFP. On May 12, 2015. Many pre-retirees are concerned and wondering if they will have enough retirement income when they retire. So how can they begin to improve their situation? A simple and excellent strategy is to have all. From → 2015. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. Notify me of new comments via email.

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Matt P. Brown, CFP® |

https://mascagniblog.com/author/brown3l3

Posts by Matt P. Brown, CFP. Heard on the Street on. August 27, 2014. August 13, 2014. A look back on. August 8, 2014. July 23, 2014. Unused 529 Contributions on. July 21, 2014. Keeping the summer financially sound on. July 11, 2014. Life expectancy and retirement on. June 17, 2014. Are you maximizing your income? June 13, 2014. A note on Roth conversions on. May 27, 2014. March 14, 2014. Laquo; Older Entries. A Brief Thought on Market Timing. Market Update & Perspectives. Heard on the Street.

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2013 |

https://mascagniblog.com/category/2013

Posts from the ‘2013’ Category. XYZ Strategy #2 on. November 25, 2013. XYZ Strategy #1 on. November 18, 2013. Getting Back on Course on. November 5, 2013. Obamacare and the Markets on. September 25, 2013. Thoughts on Investing… on. June 26, 2013. The Upcoming Employer Mandate of Obamacare on. March 28, 2013. Long-term perspective: Essential for athletics and investing on. March 15, 2013. February 21, 2013. The Pessimists Are Losing on. February 7, 2013. Roth vs. Traditional IRA Which is better?

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J. Randall Mascagni, MBA, CFP® |

https://mascagniblog.com/author/rmascagni

Posts by J. Randall Mascagni, MBA, CFP. A Brief Thought on Market Timing on. September 2, 2015. Market Update & Perspectives on. August 26, 2015. Getting Financially Ready for Retirement on. May 26, 2015. Your Spouse’s Retirement and Social Security on. May 19, 2015. May 12, 2015. Don’t make this Social Security mistake! April 21, 2015. Current Market Volatility on. October 14, 2014. Improving your Retirement Picture on. July 16, 2014. When to start Social Security on. June 23, 2014. May 29, 2014.

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Tools & Links | Morton Elder Law

http://www.mortonelderlaw.com/resources/tools-links

Ronald C. Morton. The Morton Law Team. Probate And Estate Administration. Elder Law & Medicaid. Tools & Links. Protecting that which our clients treasure most Everything they own and everyone they love. Contact Ronald C. Morton, J.D., LL.M., CELA 601-925-9797 Representing Families Throughout Mississippi. Retirement Planning Calculator from MFS. Retirement Planning Calculator from Kiplinger’s. Future Social Security Benefit. ASEC’s Financial Calculators. Long Term Care Cost Calculator. HCFA 64 State Manual.