5 Things You Must Know About Your IRA and 401K!

How will you make the most out of your IRA and 401K? Learn the 5 things you must know about your retirement accounts on Retirement Solutions Radio show, “5 Things You Must Know About Your IRA and 401K!” Listen Now! Our firm assists retirees and…

This is How Inflation Could Impact You and Your Retirement

Worried if you’ll be able to maintain your same lifestyle in retirement? Discover how the threat of inflation could impact you on Retirement Solutions Radio show, “This is How Inflation Could Impact You and Your Retirement” Listen Now! Our firm assists retirees and pre-retirees in…

Financial Strategies in 2018

One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be…

Digital Tools for Tax Season

Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster. The IRS offers free…

Mitigating Risk Goes Beyond Asset Allocations

What do Harvey Weinstein, “America First” policies and asset allocation have in common? Quite a bit, it turns out, when it comes to evaluating the various risk factors that can affect an investment or portfolio. Anyone who’s ever taken a hot minute to observe the…

A Look at the Potential Effects of Tax Reform

The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use it. According to the IRS, Americans spend a total of 6.6 billion hours a year…

Preparing for Retirement — Do You Have a Plan?

For much of the 20th century, many employees who spent decades working for one company typically received a pension plan. According to the Center for Retirement Research at Boston College, 88 percent of all private-sector employees in 1975 had a pension.1 With the confidence of…