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Take This Quiz: The Social Security Retirement Earnings Test
By Mark FisselPosted on December 2nd, 2019
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. […]
Learn MoreHow to Give Like a Billionaire When You Don’t Have Billions to Give
By Mark FisselPosted on December 2nd, 2019
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have […]
Learn MoreNovember 2019 Monthly Recap
By Mark FisselPosted on November 1st, 2019
Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]
Learn MoreWhat are Continuing Care Retirement Communities?
By Mark FisselPosted on October 29th, 2019
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents […]
Learn MoreTips for Managing Your Holiday Spending
By Mark FisselPosted on October 29th, 2019
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some […]
Learn MoreTen Year-End Tax Tips for 2019
By Mark FisselPosted on October 29th, 2019
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to […]
Learn MoreThree Regrets of Retirees
By Mark FisselPosted on October 29th, 2019
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their […]
Learn MoreSeptember 2019 Monthly Recap
By Mark FisselPosted on October 9th, 2019
Leverage Your 401 (k) to Build Roth Earnings By Anne Zavaglia Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way […]
Learn MoreAugust 2019 Monthly Recap
By Mark FisselPosted on October 8th, 2019
Protect Yourself from Fraud By Hayley Gillum Phone scams and cyber fraud are a serious threat in today’s world. It is important to us […]
Learn MoreOctober 2019 Monthly Recap
By Mark FisselPosted on October 8th, 2019
Mark for Bellefontaine School Board Mark is excited to announce that he is running for a position on the Bellefontaine City School Board! As a […]
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