How 9 Different Types of Income Get Taxed in Retirement

March 21, 2021

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 9 Different Types of Income Get Taxed in Retirement”Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and…

Shopping for Life Insurance During the Pandemic

March 17, 2021

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 healthy, financial planning clearly weighed heavily on the minds of Americans during the current deadly pandemic. Rest assured that for anyone who already owns a…

Why Buy an Annuity When the Market is Up?

March 15, 2021

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…

The Power of American Workers

March 9, 2021

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 $2 trillion in spending over four years with investments in infrastructure, manufacturing, innovation, research and development, and clean energy, as well as training for displaced…

Thinking About Relocating?

March 9, 2021

Two-thirds of home buyers and sellers would consider moving to a different city or area if their employer allowed them to work remotely on a permanent basis. Correspondingly, more than 70% of home buyers and sellers say they expect to be able to work remotely after the pandemic.1 Here’s a shock: Even if you don’t…

Retirement Planning Insights

March 9, 2021

Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in this scenario. First, if both spouses are over age 62, determine if you can make ends meet by taking only one Social Security benefit while…

Warren Buffett: Retirees Face a Bleak Future

March 7, 2021

Why is Warren Buffett saying retirees … “face a bleak future?”Find out on a special edition of Retirement Solutions Radio show, “Warren Buffett: Retirees Face a Bleak Future”Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered through B.O.S.S. Retirement Advisors, a Registered…

How Do Demographics Affect the Economy?

February 23, 2021

Back in 2019, economists claimed that the large population of older Americans, dubbed the “silver tsunami,” was creating a drag on the economy. The fear was that Americans were aging toward retirement at a faster rate than young adults were entering the workforce. Not only does this put a strain on our finance-as-we-go Social Security…

Vaccines and the Stock Market

February 23, 2021

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the virus. The prospect of wide distribution of…

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