About Jeffrey Biro

Jeff’s two passions in life are his family and the Phoenix Suns. He married his high school sweetheart immediately after college. He is a dutiful father to his 3 beautiful daughters.

Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. 

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End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2016.  What has changed for you in 2016? 

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What You Can and Cannot Control as You Plan for Retirement

Some things you have no influence over. You may have some power to affect other factors…

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Rehearsing for Your Retirement

Try living as a “retiree” for a month or two before you commit to leaving your career…

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Retirees Should Have Spending Plans?

Without such strategies, they can risk going through their savings too fast…

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What to Do Financially When Your Spouse Dies

Steps to see that financial matters remain in good order…

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Funding 35-40 Years of Retirement?

If you live to 100, can you avoid outliving your money?

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Tiny Social Security COLA – Possible Medicare Premium Hike?

Retirees will get only a few dollars more per month in 2017.

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Is a SIMPLE IRA Right for Your Business?

A look at this easy-to-administer retirement program.

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Myths vs. Facts on Social Security

Dispelling some misperceptions about the program.

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