Retirement Investing

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during…

Various Types of “Economies”

As recently as five years ago, few people had heard of emerging businesses like Airbnb and Uber that allow proprietors to share their personal residences and cars to generate income. This business model is now commonly referred to as the “sharing economy.” 1 However, just…

Market Trends

Fueled by more plentiful jobs, the U.S. residential real-estate market is skyrocketing. In some areas, particularly major metropolitan cities, buyers are struggling to either find or afford a home. Those lucky enough to find the right place have to move quickly — gone are the…

Family Business Considerations

Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth. For example, Arkansas-based Walmart is presently the largest business in the world in terms of revenue, earning more than $485 billion in 2017….

What Higher Interest Rates Could Mean For You

Unemployment is at its lowest level in years.1 Many Americans are seeing a bump in their paychecks due to the new tax law, and the stock market is remaining resilient in the bullish market. What could go wrong? Inflation, for one, which is why the…

The Psychology of Economics

Countries with a longstanding track record of economic stability and security tend to have the happiest citizens, reports journalist Dan Buettner, who has studied what makes people happy. Education and health care are two primary reasons why, combining to create an upwardly mobile lifecycle.1 Mothers…

7 Crucial Steps to Become Financially Independent

What does it mean to be financially independent? And what critical steps could you take today to become financially independent? Get the answers on Retirement Solutions Radio show, “7 Crucial Steps to Become Financially Independent” Listen Now! Our firm assists retirees and pre-retirees in the…

Medicare News

Earlier this year, Congress passed a last-minute budget deal that included provisions affecting Medicare benefits. Specifically, one provision will permit certain therapies to continue beyond the previous caps, subject to conditions. All therapy (physical, speech and occupational) must continue to be classified as “reasonable and…

For Some Retirees, Home is Where the Debt is

Today’s pre-retirees and retirees tend to have far more debt than those in years past. In addition to factors like credit card payments and medical expenses, this generation is seeing the effects of higher home prices and easily obtained low down-payment mortgages in the early…

Economic Effects of U.S. Putting ‘America First’

At the start of this century, the internet enhanced global communication, and the world transitioned into one massive economy. But this new landscape came at a cost, and after years of hardships, including terrorist threats, domestic recession, income gaps and divisive politics, the country is…