Tax Pitfalls
Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns after the July 15 extension,…
Annuity Insights
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…
Anticipation: What Will You Do?
If you’ve been cooped up, masked and socially distanced for the last year, what’s the first thing you want to do to celebrate post-pandemic freedom? Plan a dinner party? Go…
Warren Buffett’s Annual Shareholder Letter
Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which the investment industry gleans whatever newfound wisdom possible. Given that…
4 Social Security Surprises That Could Leave You With a Fraction of Your Benefits
Are you within 5 years of filing for social security? Learn 4 social security surprises that could leave you with a fraction of your benefits … on Retirement Solutions Radio…
How 9 Different Types of Income Get Taxed in Retirement
How much money have you saved for retirement? And do you know how this money will get taxed? Find out on a special edition of Retirement Solutions Radio show, “How…
Shopping for Life Insurance During the Pandemic
It may come as no surprise to learn that there was a jump in life insurance applications during 2020.1 While contemplating one’s demise may feel like something you can delay when…
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…
The Power of American Workers
First unveiled while President Joe Biden was still on the campaign trail, his “Build Back Better” infrastructure plan aims to help tackle unemployment and climate change. The plan calls for…
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