Can Money Buy Happiness?
In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an…
America’s Health-Care System: Where We Are Today
The COVID pandemic brought to light many problems with the U.S. health-care system. In the recent past, Americans who paid the highest premiums were those who purchased health insurance on…
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…
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