Smart Money Moves for 2019!

The New Year will bring an unprecedented number of new challenges to invest and manage your money! Learn 7 smart money moves on Retirement Solutions Radio show, “Smart Money Moves…

Read More

Health Care Roundup

By now, most of us know to check with our health insurance company to make sure our physician or specialist referral is covered by our health care plan and within…

Read More

Social Security Updates

Good news for retirees: Social Security benefits are scheduled to increase 2.8 percent in 2019, the biggest bump since the 3.6 percent increase in 2012. The average beneficiary – who…

Read More

2018 Tax News

The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York and other high-tax states could…

Read More

New Laws Passed By Congress

Toward the end of 2018, before the midterms, Congress passed a proliferation of bills, many of which were bipartisan. The following is a roundup of recent legislation designed to provide…

Read More

Real Estate Update

According to the Federal Reserve Bank of St. Louis, up to 10 million Americans lost their homes during the last financial crisis. Now, 10 years later, we’re only slightly above…

Read More

Trade Agreement Updates

In the new U.S.-Mexico-Canada Agreement (USMCA), which would replace the North American Free Trade Agreement (NAFTA), among gains for the United States is a new provision negotiated with Mexico related…

Read More