retirees

January 24, 2018 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

How Tax Reform May Impact Near-Retirees And Retirees

The Tax Cut and Jobs Act of 2017 lowers income-tax rates for all tax brackets, especially for high earners, and raises the estate-tax exemption—both of these changes benefit the wealthiest Americans. While the wealthy are clear winners, the vast majority of Americans will pay the same or less in taxes for more than one reason. […]

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July 26, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part II

This is Part 2 of my 2-Part series on how a Republican, Democratic, or Libertarian presidential win would impact a person who is near retirement or recently retired. In Part I, I focused on each candidate’s positions on Social Security. This part will focus on Medicare, Medicaid, and will touch on other issues that are […]

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June 16, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Near Retirees, Look Beyond the Markets to Secure Your Legacy

During these uncertain times, it’s easy to get caught up in the market volatility news coverage. While we know that we should look beyond the markets, it can be hard to imagine an alternative. Near retirees, your alternative is to look inward and assess not only your current financial status but also your future financial […]

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November 29, 2015 | Sonya Burke

County Report This Week (VIDEO)

Lorna Virgili hosts the latest episode of County Report This Week, which includes reports about County Executive Ike Leggett’s recent back surgery, the BELL Program, pedestrian and traffic safety, a recent Senior Forum at Leisure World, an upcoming Summit on Aging, Montgomery County Public Schools’ recent Latin dance competition and more. You can watch the […]

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