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…

The Future of AI in Health Care

Artificial intelligence (AI) is not just for Amazon’s Alexa anymore. Health care patients are starting to see more mainstream uses of AI-enabled tools, such as:1 Robot-assisted surgery Virtual nursing assistants that stay in contact with both patients and providers Connected health management devices that you…

Take Another Look at Life Insurance

Today, more Americans are getting their life insurance through their employer rather than purchasing a policy on the individual market, according to LIMRA, an industry market research firm.1 At the same time, fewer employers are offering life insurance as a benefit. LIMRA research showed 23…

Bull Market Turns 10

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.1 The short-term spikes over the past few years coupled with corporate…