Joshua McMahon at Prudential Advisors

10/29/2024

A Roth Conversion Alternative That Addresses Long-Term Care

Contact me today to discuss available Roth and Long-Term Care strategies for you and your family. (860) 997-7774; [email protected].

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Prudential is not affiliated with Kiplinger.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.

10/22/2024

Should You Take the Survivor Option on Your Pension?

This article reviews an interesting pension strategy. There are many ways to make your pension work for you and your family. If you're considering your pension choices, contact my office today: (860) 997-7774; [email protected].

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Prudential is not affiliated with Kiplinger.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.

10/22/2024

What Does Medicare Not Cover? Seven Things You Should Know

The Medicare open enrollment period for 2024 started on October 15th and ends December 7th. My office can help you navigate the world of available coverages and plans. Give me a call at (860) 997-7774, or email [email protected]

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Prudential is not affiliated with Kiplinger.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.

10/22/2024

Are Living Trusts Worth It? Pros and Cons

Let's talk about Trusts! Call me at (860) 997-7774, or email [email protected]

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.
Prudential is not affiliated with Kiplinger.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Living trusts can help manage your assets (and taxes) while you're alive and transfer them after you die, but they have disadvantages, as well as advantages.

10/22/2024

The Different Types of Life Insurance

Do you have questions about life insurance? I'm here to help - (860) 997-7774; [email protected]

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.
Prudential is not affiliated with Kiplinger.

*Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Guarantees are based on the claims-paying ability of the issuing insurance company.

*Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

What is life insurance? Life insurance can financially protect your loved ones after you pass away. Here's what you need to know about the different types.

10/22/2024

Six Essential Retirement Strategies for Baby Boomers

Proper planning can provide a strong foundation for retirement. Call me today at (860) 997-7774, or email [email protected]

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Prudential is not affiliated with Kiplinger.

Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan.

10/17/2024

Parents: Nine Ways to Jump-Start Your Teenager's Financial Future

Let‘s talk! (860) 997-7774; [email protected]

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Prudential is not affiliated with Kiplinger.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

The best financial education starts at home.

10/08/2024

You’ve worked hard. Don’t let the current market disrupt that.

Contact me to book your no obligation consultation at [email protected] today.

10/03/2024

A new episode of PGIM Market Commentary is here – topics highlighted: Incoming economic data, consumer confidence, and concerns over the labor market. 🎧 Listen here: https://bit.ly/pgim-marketcommentary

09/26/2024

A new episode of PGIM Market Commentary is here – topics highlighted: Risk sentiment, incoming macro data, and initial jobless claims. 🎧 Listen here: https://bit.ly/pgim-marketcommentary

09/19/2024

A new episode of PGIM Market Commentary is here – topics highlighted: Market expectations, inflation data, and optimism about a soft landing. 🎧 Listen here: https://bit.ly/pgim-marketcommentary