B.O.S.S. RETIREMENT
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Cautious Optimism

September 9, 2014

According to Guggenheim Partners, the most recent data from leading economic indicators, ranging from hiring to housing, demonstrates that the U.S. economy is “firing on all cylinders.” However, CIO Scott Minerd harkens back to the summer of 1987 when investors, deluded by a benign risk environment, failed to recognize the levels of overvaluation present in…

Trading Your Business for Retirement

September 3, 2014

Instead of saving steadily for retirement, some small business owners plan to sell their enterprise for a lump sum that will fund their golden years. However, this can be a risky strategy. It’s important to contribute to a retirement savings plan as much as you can. As for selling your business, you might want a…

Equal, Yet Separate

September 2, 2014

The U.S. Declaration of Independence declares that all men are created equal and endowed with certain unalienable rights — such as life, liberty and the pursuit of happiness. However, new research from Stanford indicates the pursuit of happiness is increasingly aligned with affordability. The study asserts that America’s cities are becoming more divided into two…

New IRA Rollover Rules

August 28, 2014

Starting in 2015, new rules will permit only one rollover per year from one traditional IRA to another traditional IRA. The new provision is designed to discourage IRA owners from taking temporary tax-free loans from their IRAs via multiple rollovers of consecutive 60-day periods.* For example, say a homeowner needed a down payment for a…

Failure to Launch … a Materialistic Generation

August 26, 2014

Young adults have had a relatively tough time over the past four or five years. Entry-level jobs have been scant for the onslaught of recent college graduates, many of whom have taken menial jobs to make ends meet until a “real job” comes their way. According to Pew Research, in 2012 only one-third of engineering…

Medicare Enrollment: So You Say It’s Your Birthday?

August 20, 2014

If you turn 65 this year, you are entitled to Medicare benefits, so you need to sign up if you choose to receive them. If you’re currently drawing Social Security benefits, you will be notified about your Medicare eligibility. If not, contact your local Social Security office or visit www.socialsecurity.gov to request your benefits.* You…

More or Less

August 19, 2014

Sometimes it feels like there’s just more to do these days. Our houses are bigger and our toys more sophisticated, so there’s more to maintain. On the other hand, we can buy prepackaged salads and don’t have to shell peas anymore. Our cars don’t need oil changes nearly as often, andour ovens self-clean. But between…

Join Us For An Evening With The American Chef

August 13, 2014

Ambassador Client Event Like None Other Enjoy a feast for the body and the mind as Chef Walter Scheib shares a sampling of his exquisite culinary expertise, as well as stories of his time serving in the White House. November 7th, 2014 at 6:30 PM at The Grand America Hotel in Salt Lake City, Utah.…

Lessons We Can Learn from Youthful Transgression

August 12, 2014

These days it seems that few people from age 10 to 20 can be seen without a cell phone in hand. Now that school is out, parents complain of adolescent boys spending the summer playing video games, while girls are having full-on tête-à-têtes in 160-character text messages. One positive way to look at it is…

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