B.O.S.S. RETIREMENT
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Two Retirement Planning Approaches: Safety vs. Probability

January 16, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…

Getting a Fix on Health Care

January 16, 2020

If you’ve been lucky enough to receive employer-subsidized health insurance throughout your career, retirement may be a bit of an eye-opener. Many retirees expect Medicare to cover all their health…

Non-Cyclical Stocks and Their Relationship to the Economy

January 13, 2020

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and…

4 (Legal) Tax Planning Strategies Used by the Uber-Wealthy That Uncle Sam Doesn’t Want You to Know About

January 13, 2020

How do the-uber wealthy get away with paying fewer taxes than everyone else? Discover the tax planning strategies that could save you a bundle on Retirement Solutions Radio show, “4…

The State of the Sharing Economy

January 6, 2020

The financial hardships of the Great Recession forced many people to start thinking outside the box. The “sharing economy” gained popularity in the late 2000s because it provided more affordable…

Everything You Need to Know About the Secure Act and How it Could Impact You!

January 2, 2020

The new SECURE Act is being touted as a big “win” for retirees. But for some folks, it could totally disrupt your retirement plans. Learn why on Retirement Solutions Radio…

The Future of Manufacturing

December 31, 2019

A concerted effort to draw American manufacturing operations back to the U.S. over the past three years has done little to move the needle. In fact, a recent report from…

Can Your Portfolio Weather an Economic Storm?

December 29, 2019

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One…

Market Trends to Watch

December 23, 2019

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…

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