Archive for February 2018
The Ultimate Guide to Claiming Your Social Security Benefits
If you’re nearing retirement, chances are you’re paying closer attention to your social security statement these days. But the truth is, that doesn’t even begin to tell you the whole…
Read MoreWomen’s Issues and Retirement
In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with…
Read MoreKeep an Eye on Interest Rates
Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The…
Read MoreExploring the Behavioral Biases of Investing
Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may…
Read MoreVolatility Roars Back on Wall Street Now What?
Deep down inside, you knew this was gonna happen … you knew this stock market wouldn’t last forever. And just when we get great news about the economy – the…
Read MoreThe Cost of Health Care
Americans spend a lot on health care. In 2016, national health expenditures grew 4.3 percent to $3.3 trillion, which amounts to $10,348 per person.1 It’s interesting that you’ll find few…
Read MoreDebunking Market Myths
The world keeps changing, politics and social movements emerge, the stock markets fluctuate and a lot of our preconceived notions continue to be challenged. However, some things don’t seem to…
Read MoreThe RMD Tax Trap. How to Avoid Thousands in Taxes, Penalties & Fees!
If you hate paying taxes now… just wait until you turn 70! Required Minimum Distributions will force you to withdraw money from your IRA, 401k or other retirement accounts whether…
Read MoreOngoing Veteran Program Receives Funding
On Dec. 22, 2017, President Trump signed a continuing resolution authorizing $2.1 billion to extend the Veterans Choice Program (VCP) in 2018.1 This is a temporary funding solution that will…
Read MoreGreen Innovation and Investors
President Trump may have announced his intention to drop the U.S. from the Paris Agreement last June,1 but that didn’t stop commerce from pressing on with “green” innovation. Drawing from…
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