B.O.S.S. RETIREMENT
Blog

Assessing Risk

November 15, 2017

It is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less…

Investing for the Long Term

November 8, 2017

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young…

9 Not-So-Obvious Year-End Financial Planning Tips That Could Make Your Money Go Further in Retirement!

November 6, 2017

What should you do with your investments before December 31st that could save you thousands of dollars? Find out on Retirement Solutions Radio show, “9 Not-So-Obvious Year-End Financial Planning Tips….That…

When One Spouse Retires First

November 6, 2017

It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with…

Ways to Help Increase Retirement Savings and Reduce Your Tax Liability

November 1, 2017

As we head into the homestretch of this year, two things individuals may be seeking are ways to help maximize retirement savings and minimize 2017 tax liability. One way to…

Goals-Based Investing

October 31, 2017

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…

The ABC’s of RMD’s. How to Avoid Paying Thousands of Dollars in Taxes, Penalties & Fees!

October 27, 2017

R.M.D. These 3 little letters could needlessly cost you tens of thousands of dollars in taxes, penalties and fees in retirement. “Required Minimum Distributions” are widely misunderstood, or totally ignored.…

Retirement Stages

October 24, 2017

What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…

What Type of Investor Are You?

October 18, 2017

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the…

Ready to Take
The Next Step?

For more information about any of our products and services, schedule a meeting today.

Schedule a Meeting

Or give us a call at 800.637.1031.