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Follow a road map to your successful retirement planning

August 17, 2008
Every person has different circumstances, needs, and goals that factor in when determining a roadmap to their pre-retirement planning.

Although these circumstances vary between individual » Full Story
 

Organize, review your estate plan

August 3, 2008
Over the years you may have made a will, named your beneficiaries on qualified accounts, and set up the registration on your other accounts to match your goals, but have you sat down and compiled all » Full Story
 

Seven Springs Mountain Resort names Eric Mauck CEO of growing four-season resort

July 8, 2008
SEVEN SPRING, PA. — Seven Springs Mountain Resort announced today Eric Mauck has been appointed as the new chief executive officer of the four-season mountain resort.

Mauck, who formerly » Full Story
 

Your Money’s Worth, By Steven J. Bailey, CFP, CLU, ChFC

July 4, 2008


If you have been watching the news or reading the papers lately you will have heard that the economy is slowing down and that the financial markets are well below their hi ghs.

» Full Story
 

Naming your beneficiaries

June 22, 2008
Naming your beneficiaries



When it comes to naming a beneficiary for your IRA’s, life insurance, company retirement plan, annuities, or other assets that you may have, it may » Full Story
 

Examining an inherited IRA

June 8, 2008
When the account owner of a traditional individual retirement account (IRA) or employer sponsored retirement account dies, the remaining funds in the account pass to the named beneficiary.

» Full Story
 

Contributing to Roth IRAs

May 25, 2008
The Roth IRA was introduced in January 1998 as a result of the Taxpayer Relief Act of 1997.

The Roth individual retirement account (IRA) is a personal savings plan that offers tax benefit » Full Story
 

Your Money's Worth

May 18, 2008
If you decide to change jobs, lose your job, or your company is bought out by another company you may have to decide what you want to do with your employer sponsored retirement plan (i.e. 401(k), SEP, » Full Story
 

Your Money's Worth...

May 4, 2008
At some point in time it seems that everyone gets some type of savings bond, whether it is for their birthday, Christmas, or as a prize in a contest.

Once people receive a Savings Bond th » Full Story
 
View Articles: | 1-9 |
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