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 story. Your benefits could be significantly higher, or lower depending upon how and when you claim your benefits. Learn how on Retirement Solutions Radio show,…

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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 the #MeToo movement spreading across the globe.1 In addition, record numbers of women considered running for public office.2 The thing is, many of the factors…

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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 anticipation of this fulfillment of one of President Trump’s pro-business campaign promises helped drive up stock prices in the latter half of the year —…

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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 include overconfidence, regret, impatience and the desire to “keep up with the Joneses.” In fact, personnel from at least one asset management firm believe that…

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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 market goes haywire. What does it all mean for you, and your retirement? And how should you position, and protect your investments? Find out on…

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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 people who say our health care system is fine as is, and medical services, facilities, drugs and equipment are all reasonably priced. However, there is…

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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 change, including myths about the markets and investing. Let’s take a look at some of the ones that still exist. It’s true that it’s usually…

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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 you like it or not! And it could needlessly cost you tens of thousands of dollars in taxes, penalties an fees! Learn how you could…

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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 enable the VCP to continue providing veterans access to health care within their communities. The VCP program was set up to allow Department of Veterans…

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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 lessons learned from the emerging renewable energy industry, many global corporations have found there is money to be made by saving the world from pollutants.…

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