Two Retirement Planning Approaches: Safety vs. Probability
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
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
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
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
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!
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
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?
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
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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