Welcome
Not sure you have the right insurance coverage you need?
Not sure you are getting all the discounts you deserve?
Not sure you are saving all you can?
You're not alone. I can help.
DON'T HOPE SO. KNOW SO.
Tip of the MONTH
I started saving for retirement late. What can I do?Generally you should max out your contributions to tax-favored retirement arrangements like IRAs and 401(k)s. In tax year 2009, you can put up to $16,500 in a 401(k) and $5000 in a traditional or Roth IRA.
Workers 50 and up can make a Catch-Up Contribution and put even more money into IRAs and workplace retirement plans than younger savers can-an additional $5000 to a 401(k) and $1000 to a traditional or Roth IRA.
Whatever you have, wherever you are, I can help you with the Third Half of your life.
Call me today to schedule a complimentary retirement review.


