Financial Tips for 2020

January 29, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may want to consider financial…

Finding Solutions to America’s Energy Challenges

January 16, 2020

The United States is the second-largest energy consumer on the planet. Over the past dozen years, domestic production of oil and natural gas has grown thanks in part to the innovation of shale extraction. The surge in energy production has been further advanced by lower costs of renewable sources, such as wind and solar power.…

Two Retirement Planning Approaches: Safety vs. Probability

January 16, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power over time Unexpected medical and/or long-term care expenses Outliving your assets If you are nearing retirement, it might be time to review your current financial…

Getting a Fix on Health Care

January 16, 2020

If you’ve been lucky enough to receive employer-subsidized health insurance throughout your career, retirement may be a bit of an eye-opener. Many retirees expect Medicare to cover all their health care expenses, but it doesn’t. You’ll pay a premium for comparable coverage, plus you may have to contribute to deductibles and copays throughout the year.…

Non-Cyclical Stocks and Their Relationship to the Economy

January 13, 2020

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and (3) chatter about a possible 2020 recession. It remains to be seen whether a recession is on the way, but if you’re concerned about market…

4 (Legal) Tax Planning Strategies Used by the Uber-Wealthy That Uncle Sam Doesn’t Want You to Know About

January 13, 2020

How do the-uber wealthy get away with paying fewer taxes than everyone else? Discover the tax planning strategies that could save you a bundle on Retirement Solutions Radio show, “4 (Legal) Tax Planning Strategies Used by the Uber-Wealthy That Uncle Sam Doesn’t Want You to Know About”.Listen Now! Our firm assists retirees and pre-retirees in…

The State of the Sharing Economy

January 6, 2020

The financial hardships of the Great Recession forced many people to start thinking outside the box. The “sharing economy” gained popularity in the late 2000s because it provided more affordable means to travel, maintain homes and access piecemeal work for small businesses. This was the beginning of Airbnb, Uber and other community-based platforms that enable…

Everything You Need to Know About the Secure Act and How it Could Impact You!

January 2, 2020

The new SECURE Act is being touted as a big “win” for retirees. But for some folks, it could totally disrupt your retirement plans. Learn why on Retirement Solutions Radio show, “Everything You Need to Know About the Secure Act and How it Could Impact You!”.Listen Now! Our firm assists retirees and pre-retirees in the…

The Future of Manufacturing

December 31, 2019

A concerted effort to draw American manufacturing operations back to the U.S. over the past three years has done little to move the needle. In fact, a recent report from the Department of Commerce reveals that the manufacturing sector is at its lowest representation of the national economy in 72 years — a mere 11%…

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