SECURE Act proposed changes

Setting Every Community Up for Retirement Enhancement Act (SECURE Act) would be the first real major retirement legislation since the Pension and Protection Act of 2006 and is expected to make it through the Senate during this current term. Forbes discusses the 8 major ways this can impact your retirement plan.  For those nearing or [...]

2019-07-26T11:03:08-07:00July 26th, 2019|retirement, Uncategorized|Comments Off on SECURE Act proposed changes

Medicare Annual Enrollment – Why would you want to review your coverage?

Medical insurance and other costs can be one of the biggest expenses in retirement alongside taxes.  Doesn't it make sense to make sure you aren't overpaying?  Annual enrollment kicks off 10/15/2018 where you can make changes to your plans. Antonio Lugo of Smart Wealth Strategies has incorporated Medicare plans into his practice and for a [...]

2018-10-11T13:15:05-07:00October 11th, 2018|retirement, Uncategorized|Comments Off on Medicare Annual Enrollment – Why would you want to review your coverage?

Retirement In Sight September News

  MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES  September 2017   “If you find serenity and happiness, some people may be jealous. Be happy anyway.”      - Mother Teresa  GOLF TIP Putt with a sand wedge? If your ball is just off the edge of the green in light rough or backed up on the [...]

2018-04-03T16:02:58-07:00September 21st, 2017|retirement|Comments Off on Retirement In Sight September News

Retirement In Sights

          Retirement In Sight Presented by Carla J. Merlak AUGUST 2017 “If grass can grow through cement, love can find you at every time in your life.”      - Cher TRAVEL TIP Road trip? Take an emergency kit If you plan on driving a few hundred miles (or more), make [...]

2018-04-03T16:02:58-07:00September 6th, 2017|retirement, Social Security, Uncategorized|Comments Off on Retirement In Sights

Financial Updates and More!

After a brief pause during inauguration week, stocks continued to climb last week. The S&P 500 added 1.03%, the NASDAQ was up 1.90%, and the MSCI EAFE increased by 1.29%.[i] The Dow also grew, adding 1.34%, ending the week above while hitting 20,000 for the first time ever.[ii]   Consumer confidence matched this positive performance, [...]

2018-04-03T16:03:01-07:00February 7th, 2017|Business, financial news weekly, Just for Fun!, retirement|Comments Off on Financial Updates and More!

2017 Changes to Social Security

  An important part of any retirement plan is your social security.  Do you know what changes have been made and how they may impact you?  Click here to learn more!!! Still have questions?  Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory Group, Inc. are not affiliated with or [...]

2018-04-03T16:03:01-07:00February 1st, 2017|retirement, Social Security, Tax, Tax Season|Comments Off on 2017 Changes to Social Security

Market updates 11-21 & other great tips

For the second straight week, the major domestic indexes all ended in positive territory: The S&P 500 was up 0.81%, the Dow increased 0.11%, and the NASDAQ added 1.61%.[1] While American indexes performed well, MSCI EAFE’s international equities declined 1.58%.[2] With the long, drawn-out presidential election behind us, investors are beginning to look past politics [...]

2018-04-03T16:03:02-07:00November 25th, 2016|Business, financial news weekly, retirement, Tax|Comments Off on Market updates 11-21 & other great tips

Weekly Update for 10-31-2016

At first glance, last week’s headlines may lead you to think that the markets are fluctuating more than they actually are. Yes, Hillary Clinton’s emails are in the news again (more on that below)—but despite that surprise, the major indexes stuck to the same range-bound performance we’ve seen for the past three months. The S&P [...]

2018-04-03T16:03:05-07:00November 2nd, 2016|financial news weekly, retirement|Comments Off on Weekly Update for 10-31-2016

401-k’s left behind? What are your options? – Read these 8 tips

8 tips on moving 401(k) after leaving job By Dana Dratch• Location of article: 8 tips for moving your 401(k) Workplace retirement accounts are designed to be portable. But the proposition of moving your 401(k) is a little more challenging than throwing your photos and favorite coffee mug into a box and grabbing your [...]

2018-04-03T16:03:05-07:00October 27th, 2016|retirement|Comments Off on 401-k’s left behind? What are your options? – Read these 8 tips

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