Audits and Other Post-Tax Considerations
The first tax-filing season under the new Tax Cuts and Jobs Act has come and gone. If you’re keeping up with the news, you’ll know that a lot of taxpayers…
Real Estate Investing
Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties…
The Future of AI in Health Care
Artificial intelligence (AI) is not just for Amazon’s Alexa anymore. Health care patients are starting to see more mainstream uses of AI-enabled tools, such as:1 Robot-assisted surgery Virtual nursing assistants…
We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?
The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose…
Take Another Look at Life Insurance
Today, more Americans are getting their life insurance through their employer rather than purchasing a policy on the individual market, according to LIMRA, an industry market research firm.1 At the…
Companies Creating Vertical Investing Opportunities, Others Investing in Communities
There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential…
Bull Market Turns 10
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in…
5 Ways to Help You Get More Out of Your IRA, 401K and Other Retirement Accounts!
There’s more to your IRA and 401K than meets the eye. Learn 5 way to get MORE out of your tax-deferred retirement accounts, on Retirement Solutions Radio show, “5 Ways…
Why You’re Not as Prepared for Retirement as You Think And the 5 Things You Must Tackle Before You Can Call it Quits.
Most people THINK they’re ready to retire … long before they’re financially prepared. Learn the 5 things you must tackle before you start planning that retirement party, on Retirement Solutions…
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