Archive for March 2021
Is the Market Poised for a Value Shift?
The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many…
Read MoreThat Pesky Early Withdrawal Penalty: It’s There for a Reason
One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by…
Read MoreVaccines and Technology: Where to Get Help
One of the biggest flaws in the COVID vaccine distribution plan is its heavy reliance on the internet. Meanwhile, older seniors — the first and most critical targets for the…
Read MoreCan Money Buy Happiness?
In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an…
Read MoreAmerica’s Health-Care System: Where We Are Today
The COVID pandemic brought to light many problems with the U.S. health-care system. In the recent past, Americans who paid the highest premiums were those who purchased health insurance on…
Read MoreTax Pitfalls
Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns after the July 15 extension,…
Read MoreAnnuity Insights
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…
Read MoreAnticipation: What Will You Do?
If you’ve been cooped up, masked and socially distanced for the last year, what’s the first thing you want to do to celebrate post-pandemic freedom? Plan a dinner party? Go…
Read MoreWarren Buffett’s Annual Shareholder Letter
Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which the investment industry gleans whatever newfound wisdom possible. Given that…
Read More4 Social Security Surprises That Could Leave You With a Fraction of Your Benefits
Are you within 5 years of filing for social security? Learn 4 social security surprises that could leave you with a fraction of your benefits … on Retirement Solutions Radio…
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