Notes on Social Security

The Federal Trade Commission (FTC) reports that Social Security beneficiaries have lost $6.7 million in two months resulting from a new, highly effective scam. This is how it works: Someone calls you and says they are with the Social Security Administration (SSA), stating they regret…

How to Avoid 5 Portfolio Diversification Blind Spots!

Diversification is more than just a mix of stocks, bonds and mutual funds. Learn how to avoid 5 other diversification blind spots on Retirement Solutions Radio show, “How to Avoid 5 Portfolio Diversification Blind Spots!” Listen Now! Our firm assists retirees and pre-retirees in the…

6 out of 10 Americans Retire Unexpectedly

According to USA Today, 60% of Americans retire unexpectedly! Learn how you could bulletproof your financial plan before it happens to you on Retirement Solutions Radio show, “6 Out of 10 Americans Retire Unexpectedly…Here’s How to bulletproof Your Financial Plan Before it Happens to You!”…

Audits and Other Post-Tax Considerations

The first tax-filing season under the new Tax Cuts and Jobs Act has come and gone. If you’re keeping up with the news, you’ll know that a lot of taxpayers have been surprised by their tax refunds this year. Some were pleased, but others found…

Real Estate Investing

Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties and become a landlord to participate, and there are a number of different financial vehicles…