Pension Parameters Financial Services, Inc.

09/09/2019

There are many factors to consider when planning for Retirement.
Have you given thought to your retirement readiness plan!

Retirement planning can be a complicated process – and surveys suggest that most workers haven’t even attempted a guess. But even those who have can overlook some pretty significant factors that can have a dramatic impact on retirement readiness. Here are some critical factors that are easy to g...

09/09/2019

Could the FTT be in our future!!

A new analysis by Vanguard finds that a financial transaction tax (FTT) would hinder millions of American investors, including Main Street families saving for retirement.

06/20/2019

An estate plan is an important tool that goes much further than a will and isn't only for the rich!

Estate plans aren't just for the wealthy. They can help you manage a range of crucial decisions, from medical directives to how you want to distribute assets to your loved ones.

05/29/2019

Think twice before tapping your 401(k) account!

Cashing out a 401(k) is a relatively easy way to solve a short-term cash crunch, but the consequences of cashing out can be an unpleasant surprise.

05/24/2019

Think twice before making that distribution!

Cashing out a 401(k) is a relatively easy way to solve a short-term cash crunch, but the consequences of cashing out can be an unpleasant surprise.

05/20/2019

"Facts, Figures & Ideas with which members of Congress may not be familiar!"

Perhaps consensus is a part of who we are as a people. But voices offering new ideas that challenge accepted mindsets are also part of who we are. And that applies to the discussion concerning retirement savings and preparedness as much as it does for anything else.

05/20/2019

Time to catch up on your retirement savings!

If you are 50 or older, learn how to grow your savings through catch-up contributions.

04/17/2019

MARKET UPDATE: FIRST QUARTER 2019 - Read at PensionParameters.com: Research shows that small-to-medium sized businesses – those with 5 to 250 employees – are least likely to offer retirement savings...

MARKET UPDATE: FIRST QUARTER 2019 Apr 17, 2019 | Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks The first quarter was a welcomed turnaround for the financial markets following the fourth quarter setback. The major stock indi...

03/07/2019

Know how considering working in retirement will affect your Social Security benefits!

If you plan to work in retirement, know the thresholds that determine the level of taxes or any reductions in your Social Security benefits.

03/06/2019

Democratic Congress attacking retirement savings of hard-working Americans!

02/14/2019

Know what to expect as you begin to prepare your tax return!

Are you a retiree or preparing to retire? Learn how the recent tax reform legislation has changed the tax deductions and tax rates for those in retirement.

02/14/2019

Organization and Communication - such very important tools!

It's important for each half of a couple to understand the household's finances. Here are 4 things to talk to your significant other about now.