Who is Caring for Our Elderly?
The “elderly” portion of retirement is the phase that is past travel, golf, shopping, piggyback rides and puzzles on the floor with the grandkids. It can often consist of isolation,…
2019 Midyear Outlook
Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the…
Busting 8 Common Myths About Planning and Investing for Retirement!
Should you delay claiming your social security benefits? We bust 8 of the most common myths about planning and investing for retirement on Retirement Solutions Radio show, “Busting 8 Common…
How to Avoid Losing $111,000 in Social Security Income!
You have a 96% chance … of losing $111,000 when you claim your social security benefits. Learn how you could avoid this, on Retirement Solutions Radio show, “How to Avoid…
Tech Talk: Energy Innovation, Machine Learning, and Artificial Intelligence
Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous…
Challenges in the Health Care System
The older we get, the more likely we are to need medical care, which is why health insurance premiums are higher for mature adults.1 Unfortunately, most doctors are given the…
Don’t Avoid Family Conversations About Money
One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job…
Assessing your Mortgage Situation in Retirement
When it comes to retirement preparation, a common benchmark goal is having one’s mortgage paid off. This typically removes a large, ongoing payment from the budget and can reduce retirement…
Stock Market Roundup: What to Watch
Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any…
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today.