Events and Reminders
Lauren interviewed by the Daily Record
Lauren recently sat for an interview with Lorraine Ash of the Daily Record.
The story Bracing for old age is an in depth review of the recent class The Best Rest of Our Lives: How Boomers and Their Parents Can Handle Aging Issues given by Lauren and Holly at the Morris County Public Safety Training Academy in Parsippany.
Lauren interviewed by the Bergen Record
Lauren weighed in on two important topics in the business section of the Bergen Record recently.
She discussed investment opportunities still available in the current market with reporter Kevin DeMarrais. A few days later Mary Jo Layton interviewed Lauren about scenarios for those considering early retirement.
2008 Retirement Plan Contributions
2008 Traditional/Roth IRA:
- Contribution limit - $5,000
- For those age 50 or older, an additional $1000 catch-up contribution can bring the total to $6,000
2008 maximum 401k and 403b:
- Contribution limit - $15,500
- For those age 50 or older, an additional $5,000 catch-up contribution can bring the total to $20,500
2008 Simple IRA:
- Contribution limit - $10,500
- For those age 50 or older, an additional $2,500 catch-up contribution can bring the total to $13,000
Quarterly estimated taxes due dates
- Fourth installment of 2007 - January 15, 2008
- First installment of 2008 - April 15, 2008
- Second installment of 2008 - June 16, 2008
- Third installment of 2008 - September 15, 2008
- Fourth installment of 2008 - January 15, 2009
News Archives
November 13, 2008: Calculating the Cost of Caring: Options for Older Clients
Lauren presented at the National Association of Personal Financial Advisors’ (NAPFA) Northeast/Mid Atlantic Conference. The conference was held in Hershey, PA.
October 23, 2008: The Best Rest of Our Lives: How Boomers and Their Parents Can Handle Aging Issues
Lauren Locker and Holly Deni presented the topic at the Leonia Public Library.
October 9, 2008: Money Matter: Dollars and Sense in Later Life
Lauren Locker and Holly Deni spoke at the Saddle River Valley Fellowship meeting at the Bergen Highlands Methodist Church.
July 10, 2008: Lauren participated in the 22nd Women's Financial Education Series
On Thursday, July 10th, Lauren participated in the 22nd Women's Financial Education Series sponsored by Rutgers Cooperative Extension of Morris County. Lauren's speaking topic was "Cash Flow, Credit and Financial Planning". This is part of series of five weekly workshops to help you increase your knowledge about money matters, develop confidence about money matters and solve real life money management problems.
For additional information about this series in the future, please call Rutgers Cooperative Extension 973-285-8300 x 233.
April 5th, 2008: Lauren was featured speaker
Lauren was the featured speaker at the April 5th, 2008 Lunch and Learn program, at the River Vale Free Public Library. She spoke to a group of about 50 eager participants about the driving forces behind the current market conditions and what older investors could do to plan in advance for changes in lifestyle and health care needs as they age.
September 25, 2007: Diane Sclafani, RN, BSN, CSA presented the talk
Medication Safety: What You Don't Know Can Hurt You
Diane is a registered nurse employed at a major medical center in New Jersey for the past 25 years. Her nursing expertise includes geriatrics, cardiology, outpatient oncology, pre-admission testing and case management. She is also a Certified Senior Advisor with specialized training related to the aging population. She received her BSN from Felician College, studying both in the US and England.
Diane was a volunteer with Hospice of NJ. She loves her two puppies, one of which is a regular visitor at St. Vincent Nursing Home. She takes pride in being a patient advocate.
Diane presented the talk at 13 Fairfield Avenue, Suite 203 in Little Falls. A complimentary blood pressure screening was available. Check back to this site for more information about future talks.
July 17, 2007: Lauren presented the first talk at the workshop
Take Charge of Your Own Financial Future -- Starting Today
Lauren's talk focused on Cash Flow, Credit, and Financial Planning.
She gave tips for successful financial planning - how to get and keep your records organized, write a budget and chart your own cash flow, and understand and manage your credit.
The seminar was part of the Women's Financial Education Series, sponsored by Rutgers Cooperative Research and Extension of Morris County. These were the goals for the series of five weekly workshops:
- Increase your knowledge about financial matters;
- Develop confidence in your ability to make financial decisions; and
- Learn how to solve real life money management problems.
Call 973-285-8300 x233 for more information on future talks.
Check back often for more of Lauren's events.