Newsletter latest update Mar 20, 2019
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Daniel M. Betzel, J.D., RFC
Betzel Wealth Advisors, LLC
81 Mill Street, Suite 300
Gahanna, OH 43230
614-472-4510
Mar 20, 2019
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How Much You Should Have Saved (By Age)
Knowing how much you should have saved toward retirement at each stage of your life will help you answer that all-important question: “Have I put aside enough?” Here are some useful formulas that can help you set age-based ...
Investopedia
Social Security Timing Should Be Part of Larger Financial Plan
In the 1930s, when Social Security was signed into law, it was a pretty straightforward process for eligible retirees.There wasn’t ...
Kiplinger
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Taxpayers are leaving $1.4 billion in tax refunds on the table
The IRS is sitting on $1.4 billion in unclaimed tax refunds, and taxpayers are running out of time to grab their cash. These tax refunds ...
CNBC
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4 Reasons Americans Today Aren't Saving Money
When it comes to savings, there are two primary goals for working folks to focus on: emergency savings and retirement savings ...
Fox Business
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These surprising hacks can seriously boost your credit score
Good credit isn’t just about paying your bills on time and keeping your credit card balances low, and outside-the-box hacks can boost your ...
USA Today
Why Millennials Aren't Ready for the Next Financial Crisis
As the bull market celebrates its 10th anniversary in March, marking the economy's longest expansion in decades, one generation of American ...
Investopedia
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Paying for Continuing Education With a 529 Plan
Eligible institutions are accredited colleges, universities, vocational schools and other postsecondary educational institutions that ...
Kiplinger
Why Reward Credit Cards Can Be Bad For The Poor
This isn't about shaming anyone. I've been there. I lived in a tiny town in South Dakota and earned $6 an hour cleaning floors for local ...
Forbes
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How to negotiate for more college financial aid
For every parent like Felicity Huffman and Lori Loughlin who tried to buy their kid's way into college, there are a slew of others who ...
CNBC
Nearly Half of Americans Don't Expect to Live Comfortably in Retirement
Your golden years are supposed to be a time for relaxation, leisure and reflection. After all, you've spent the last several decades ...
Fox Business
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38 Ways to Earn Extra Cash in 2019
Coming up with extra cash to pay the bills, cover unexpected expenses, boost savings, accelerate your 401(k) or perhaps even finance ...
Kiplinger
Cartoon
"I have 40% of my portfolio invested in fire. I think it's the technology of the future."
Copyright © Randy Glasbergen
Trivia
In a newly printed US $20 bill, to what side is which president offset?
See the answer below.
Taking Money out of an Individual Retirement Account While Working
Yes, you can take money out of your IRA plan if you're still working, but you may not want to for three main reasons. The first is the ...
Investopedia
What Year Was It?
Triangle Shirtwaist Fire in New York City
What Year
In one of the darkest moments of America's industrial history, the Triangle Shirtwaist Company factory in New York City burns down, killing 145 workers.
The day was Mar 25. What year was it?
Quote of the Week
"If all the economists were laid end to end, they'd never reach a conclusion."
George Bernard Shaw
Trivia Answer
In a newly printed US $20 bill, to what side is which president offset?
Answer: Jackson; left
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Betzel Wealth Advisors, LLC
81 Mill Street, Suite 300
Gahanna, OH 43230
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