by Louis Sarris | Nov 2, 2023 | Articles
This is a critically component in making a decision as to when to take IRA/401(k) withdrawals from your tax qualified accounts. Depending on the number of different factors, including your accumulated retirement/non-retirement assets, your age, your health, and your...
by Louis Sarris | Nov 2, 2023 | Articles
Receiving a large inheritance from your parents, while at the same time, not feeling educated enough to manage the funds is a very big problem… having been involved in estate planning for the better part of 30 years, and authoring a book on the subject, in my opinion,...
by Louis Sarris | Nov 2, 2023 | Articles
What is inflation dropping from a 40 year high of 9% to a current level of 3% as many of the economist somewhat confused. We are receiving different opinions on the good, the bad, and the ugly what could eventually occur with interest rates, the Fed, normal, living...
by Louis Sarris | Nov 2, 2023 | Articles
This question is one that constantly reappears with no finite answer… much of the decision has to do with one’s total finances available at retirement, along with their health history, ( I also believe it should include genetic history), as well as your current need...
by Louis Sarris | Nov 1, 2023 | Articles
Another increase in the Fed rate continues to make borrowing a very difficult situation for those that are seeking loans for mortgages, automobiles, utilizing credit cards, etc. In my opinion, we may have reached the top of the cycle of interest-rate increases by the...
by Louis Sarris | Nov 1, 2023 | Articles
Any consideration of raising the retirement age in order to receive Social Security benefits, will be met with a great deal of opposition. This proposal certainly will not affect those that are receiving current benefits, or were born within a certain timeframe....
