Archive for May 2019
5 Strategies to Help You Get More From Your Social Security Benefits!
How is it that two different people in nearly identical scenarios receive dramatically different amounts in Social security benefits? Learn why on Retirement Solutions Radio show, “5 Strategies to Help…
Read MoreRetirement: Savings and Financial Health
As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged…
Read MoreNotes on Social Security
The Federal Trade Commission (FTC) reports that Social Security beneficiaries have lost $6.7 million in two months resulting from a new, highly effective scam. This is how it works: Someone…
Read MoreHow to Avoid 5 Portfolio Diversification Blind Spots!
Diversification is more than just a mix of stocks, bonds and mutual funds. Learn how to avoid 5 other diversification blind spots on Retirement Solutions Radio show, “How to Avoid…
Read More6 out of 10 Americans Retire Unexpectedly
According to USA Today, 60% of Americans retire unexpectedly! Learn how you could bulletproof your financial plan before it happens to you on Retirement Solutions Radio show, “6 Out of…
Read MoreAudits and Other Post-Tax Considerations
The first tax-filing season under the new Tax Cuts and Jobs Act has come and gone. If you’re keeping up with the news, you’ll know that a lot of taxpayers…
Read MoreReal Estate Investing
Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties…
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