About: Rob Belmont
Recent Posts by Rob Belmont
May 2023 Newsletter
Timely Topics: This month’s client newsletter focuses on rolling over a previous employer 401K/403B/457B, how taxes impact your retirement, planning in a blended family, and recasting a mortgage opposed to refinancing. Coastline Trust Company May 2023 Newsletter
April 2023 Newsletter
Timely Topics: This month’s client newsletter focuses on the effect of shelter costs on inflation, the importance of market capitalization diversification, tax filing deadlines, and watching out for IRS-related scams. Coastline Trust Company April 2023 Newsletter
March 2023 Newsletter
Timely Topics: This month’s client newsletter focuses on how your salary measures up nationally, organizing your financial records for spring, how your living situation changes over retirement, and catch-up contributions for 50-year-old retirement savers. Coastline Trust Company March 2023 Newsletter
February 2023 Newsletter
Timely Topics: This month’s client newsletter focuses on inflation on your grocery bill, creating a plan for incapacitation or death, key tax numbers for 2023, and saving with a spousal IRA. Coastline Trust Company February 2023 Newsletter
Recent Comments by Rob Belmont
No comments by Rob Belmont yet.