Mike’s Memo
Don’t be Fooled by Social Security Scams
Protect Yourself and Your Family from Social Security Scams Scammers are pretending to be government employees. Scammers will try to scare and trick you into giving them your personal information and money. They may threaten you or your family and may demand immediate payment to avoid arrest or other legal action. DON’T BE FOOLED…IF YOU […]
“Happy Flying” with Your Financial Navigator – Eugenio Financial ✈
Think of me as your Financial Navigator, guiding you through a successful financial life. Our Flight Plan Providing Portfolio Management & Financial Planning, customized and personalized to fit your goals and flexible to adapt to life changes. Taking a comprehensive, consultative, holistic approach that centers on an on-going personal relationship built on trust. Serving retirees, […]
2020 Taxes that Will Help Us All
Your 2020 Tax Schedule Note NEW changes for Inherited IRAs & Required Minimum Distribution Employer-Sponsored Retirement Plans Maximum Contribution for those under 50: $19,500 per year Over 50 Catch Up Provision: $6,500 per year Maximum Contribution for those over 50: $26,000 IRA’s Base Contribution for those under 50 $6,000 Over 50 Catch Up Provision $1,000 Maximum contribution those over […]
Portfolio Management: How and Why I Do What I Do
Mike’s Memo – Inaugural Edition …Cue up to your Portfolio Management Maestro The Orchestra Analogy As your porfolio management maestro, my approach is to manage money at the Household level, not the Account level. This means that all of your accounts are reviewed as a whole, not separate parts. Using multiple resources available to […]
