B.O.S.S. RETIREMENT
Blog
Financial Planning Tips
Amending Irrevocable Trust Conditions in an irrevocable trust, including the appointed trustee (the controller of the trust), cannot be changed by the settlor (the creator of the trust). However, if…
Low Oil Prices: Who Wins, Who Loses?
The national average price for a gallon of gas is less than $3, with further decreases expected. But that’s nothing new. Bear in mind that oil is a commodity, so…
Financial Resolutions
The beginning of the year is a great time to start thinking about New Year’s resolutions and review your 2015 financial strategy. Any major life changes that occurred last year…
Retiree Ingenuity
For many, the mind stays sharp as long as it continues to be challenged, and the trend of retirees working and living longer proves just that. Take Hugh Lyman, for…
Financially Fit
For most of us, our actions and behaviors have consequences. When it comes to health and fitness, on both a personal and national level, some of those consequences are financial.…
What’s Your Retirement Number?
Throughout our lives, we are identified by numbers. Social Security number. Employee ID number. Driver’s license number. How much do you make? How many children and grandchildren do you have?…
Mortgages and Real Estate
Real estate appears to be rebounding slowly but surely. There’s even a push from government regulators to lower the down payment requirements for new mortgages. New analysis shows few borrowers…
How Year-End Politics May Affect You Financially
The changing of the guard in Congress has begun: out with the old, in with the new. As the GOP prepares to take a majority presence in both the House…
7 Reasons to Give
Despite lower tax incentives, charitable donations are as strong as ever. Contributions from individuals, companies, foundations and bequests in 2013 totaled more than $335 billion — nearly as much as…
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today.
Or give us a call at 800.637.1031.