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Home Health: Has the Time Come?

August 12, 2020

The health care industry has been trying to contain expenses through technology offering medical services to people at home. Some insurance plans offer a 24-hour nurse line, allowing you to call a nurse for advice in the middle of the night about a child’s high fever rather than rush to the emergency room. Some providers…

Midyear Market Outlook from Wealth Managers

August 12, 2020

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the country in early May, followed by what looks to be a gradual and sporadic reclosing due to an upswing in outbreaks of the coronavirus. In…

These 5 Pieces of Conventional Wisdom for Retirement Planning … Don’t Stand a Chance Against the Challenges Ahead

August 10, 2020

There are 5 pieces of conventional wisdom for retirement planning … that don’t stand a chance against the challenges ahead. Don’t miss a special edition of  Retirement Solutions Radio show, “These 5 Pieces of Conventional Wisdom for Retirement Planning … Don’t Stand a Chance Against the Challenges Ahead“Listen Now! Our firm assists retirees and pre-retirees…

The High Price of Health Care in America

August 5, 2020

If the U.S. health-care sector was a separate country, it would be the fourth largest economy in the world when measured by gross domestic product. Currently, the nation spends an average of $3.5 trillion annually on health care, more than Australia, Brazil, Canada, China, France, Germany, Italy, Japan, Spain and the United Kingdom combined.1 If…

The Highs and Lows of Dollar-Cost Averaging

August 5, 2020

Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each time, the investor buys more shares when prices are low and fewer shares when prices rise.1 The long-term effect is that the average cost of each…

5 Tax Planning Strategies Used by the Ultra-Wealthy That Could Help YOU Save a Fortune in Retirement!

August 3, 2020

Many of the strategies used by wealthy Americans to help them save a fortune in taxes are also available to you. Learn what they are on Retirement Solutions Radio show, “5 Tax Planning Strategies Used by the Ultra-Wealthy That Could Help YOU Save a Fortune in Retirement!“Listen Now! Our firm assists retirees and pre-retirees in…

Recovery: COVID-19 First, Then the Economy

July 28, 2020

The World Health Organization recently reported that while some countries have made effective inroads to contain COVID-19 within their borders, the pandemic is still well on the rise throughout the world.1 Perhaps one of the most debilitating impacts of today’s global economy is that one country’s problem is now every country’s problem. Because business and personal…

U.S. Virus Response Compared to the World

July 28, 2020

The COVID-19 pandemic has been a struggle around the world, and the United States is no exception. It is worth looking at individual factors to gauge just where we stand now. The foremost concern is how the U.S. is weathering the pandemic. Initially, the crisis was concentrated in larger urban areas, which makes sense. A…

4 Daunting Challenges for the Second Half of 2020 … That Could Have Dire Consequences for Your Nest Egg

July 27, 2020

There are 4 daunting challenges for the second half of 2020 … that could have significant financial consequences for your nest egg. Don’t miss Retirement Solutions Radio show, “4 Daunting Challenges for the Second Half of 2020 That Could Have Dire Consequences for Your Nest Egg“Listen Now! Our firm assists retirees and pre-retirees in the…

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