7 Year-End Financial Planning Tips That Could Protect & Grow Your Retirement Savings
There are 7 year-end financial planning tips … that could protect and grow your retirement savings. Don’t miss a special edition of Solutions Radio show, “7 Year-End Financial Planning Tips That Could Protect & Grow Your Retirement Savings“Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance…
What To Expect From the Payroll Tax Holiday
Christmas came early this year. Well, sort of. In an effort to provide financial aid to millions of Americans in dire economic straits, President Trump declared a payroll tax holiday between September and the end of the year. Available to workers who earn $104,000 a year or less, this means that no FICA taxes will…
Preparing for Potential Pandemics
If you think the economic decline due to the pandemic has been difficult for you personally, the big picture numbers maybe even worse. Analysts project that the total economic disruption could eventually cost between $9 trillion and $33 trillion. Many economists are advocating that the U.S. — and the world — make a concerted effort…
Housing Notes
Millennials can’t seem to catch a break. From their late teens through college, many saw their parents suffer from tremendous financial distress, job loss and, for some, even losing their family home. Many of these young adults graduated from college with overwhelming student loan debt as they entered a terrible job market. Now, having settled…
How Climate Change Could Affect the Economy
Some people believe that climate change is exacerbated by human intervention, while others argue that humans are not a factor. Regardless of what may or may not influence extreme weather events, economists are predicting that the long-term results of climate change could affect more than just our homes and possessions. In fact, the Congressional Budget…
Why Buy an Annuity When the Market is Up?
Perhaps you are familiar with an annuity. The basic premise is that you convert a lump sum of money into a stream of income. Unlike an investment, once you commit a fixed amount of money to the insurance company, that company is contractually obligated to provide you a minimum level of income with the option…
7 Questions You MUST Answer BEFORE You File for Social Security
There are 7 critical questions you MUST answer BEFORE you file for social security … that could optimize your benefits. Don’t miss Retirement Solutions Radio show, “7 Questions You MUST Answer BEFORE You File For Social Security“Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products.…
Federal Legislative and Administrative Rules Update
If you received a stimulus check last spring to help cope with the financial effects of the COVID-19 virus on your household, there’s something you should know. Those funds are technically an advance rebate of a special 2020 tax credit. Many taxpayers will be able to reconcile that rebate on their 2020 return to equal…
Will You Be Able To Afford In-Home, Long-Term Care?
More than 90% of America’s older adults prefer to “age in place” in their own homes rather than in a senior housing community or facility.1 With today’s insight into how a deadly pandemic can affect nursing homes — as of September 6, COVID-19 has claimed nearly 55,000 nursing home residents’ lives — this preference may be…
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