B.O.S.S. RETIREMENT
Blog


What’s Up With Inflation

January 11, 2022

Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that a resurgence of COVID-19 cases could reduce the consumer-driven boom we’ve enjoyed for the past few months. Concerns about safety could result in more workers…

The Taxing Landscape of the IRS

January 11, 2022

It seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019.1 A major reason is due to the defunding of the IRS. Between 2010 and 2019, the department’s funding was cut by 20% in inflation-adjusted dollars, which has led to a 22% reduction of staff.2   Not only has…

8 Financial DO’s and DON’Ts That Could Help You Retire Successfully!

January 9, 2022

Do you hope to retire in the next several years? Learn 8 financial dos and don’ts that could help you retire successfully! Don’t miss Retirement Solutions Radio, “8 Financial DO’s and DON’Ts That Could Help You Retire Successfully!”Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance…

5 Ways You Could Protect & Grow Your Retirement Savings in 2022!

December 20, 2021

Higher taxes. Inflation. Rising interest rates, and a volatile stock market! How will you protect and grow your nest egg in the New Year? Don’t miss Retirement Solutions Radio, “5 Ways You Could Protect & Grow Your Retirement Savings in 2022!”Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing…

The Top 7 FAQ’s Answered About Your Social Security Benefits

November 29, 2021

Have questions about how to get the most from social security? We answer the seven most frequently asked questions.  Don’t miss Retirement Solutions Radio, “The Top 7 FAQ’s Answered About Your Social Security Benefits”Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered…

America’s Seesaw Wealth

November 23, 2021

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and manufacturing. The pandemic-induced recession of 2020 was quite the opposite, affecting women to such a degree that the event spawned the term “she-cession.”1 There is…

Single Finances

November 23, 2021

Pew Research Center reported that in 2019, about 38% of adults ages 25 to 34 in the U.S. were not married or living with a partner, up from 29% in 1990.1 While marriage and even long-term relationships are growing less prevalent, the data shows that single people tend to be less financially stable than those with…

Where Is the Housing Market Headed?

November 23, 2021

Low inventory, low-interest rates, and pandemic-induced retirements have been driving a very tight, competitive residential real estate market for several years. In the third quarter of 2020 alone, nearly 27 million Baby Boomers decided to retire rather than return to a work environment that might threaten their health and shorten their lifespan.1 To possibly recoup…

The Fed’s Beige Book

November 9, 2021

The Federal Reserve wields a fair amount of power in the U.S., with reverberations that can affect the broader global economy. The Fed’s job is to monitor and adapt monetary policy to support favorable economic conditions, and it pays particular attention to the effects of inflation and employment levels. To support this effort, the Fed…

Ready to Take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 801.990.5055.