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Disciplined, Proactive, Comprehensive, Financial Planning:

As previously seen in the Forbes Magazine 2014 Investment Guide – Special Issue – December 16, 2013: Despite an overabundance of financial information available in the media, longtime investors often...

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Mike Moylan helps raise $5,000.00 for Toys for Tots

Originally reported on the Tinley Park Patch At the spring event for his clients, financial advisor Michael Moylan handed each attendee a piggy bank. They were instructed to fill it with their spare...

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2013 Top Advisor Award

Mike Moylan, Senior Financial Advisor of Advanced Planning Advisors is awarded the Top Advisor Award CARLSBAD, CA (January 9, 2014) Mike Moylan, Senior Partner at Advanced Planning Advisors, Inc., was...

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Should You Pay Off Your Mortgage During Retirement?

For many homeowners, paying off a mortgage is a financial milestone. This is especially true when you are retired. Not having the burden of a monthly mortgage payment during retirement can free up...

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Think Outside the Shoe Box When Organizing Financial Records

If you’ve ever had trouble finding an important financial document, you know why it’s necessary to keep your financial records organized. Less clutter means less stress, and though you’ll need to...

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The Impact of Health-Care Costs on Social Security

For many retirees and their families, Social Security provides a dependable source of income. In fact, for the majority of retirees, Social Security accounts for at least half of their income (Source:...

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Are you Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It’s obvious, but the earlier you retire, the less time you’ll have to save, and...

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How much can I contribute to my IRA in 2014?

The amount you can contribute to your traditional or Roth IRA remains $5,500 for 2014, $6,500 if you’re 50 or older. You can contribute to an IRA in addition to an employer-sponsored retirement plan...

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By the Numbers March 3, 2014

1.      BIG GAINS – The S&P 500 bottomed on 3/09/09 at the end of a 17-month bear market.  In the 5 years since then, the stock index has gained +206% (total return) through its close last Friday...

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Advanced Planning Advisors help raise $7,600 for Toys for Tots

For over 3 years, Advanced Planning Advisors has been a big contributor to giving back to the community and helping those in need. One of the programs that is close to their heart is the Marine Toys...

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