Higher taxes could decimate your nest egg! Learn some defensive tax planning strategies that could save you a fortune on Retirement Solutions Radio show, “7 Ways You Could Grow Your Retirement Savings in 2021”Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered…

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The current tab for student loan debt in the United States is $1.6 trillion. Most individuals don’t owe the federal government huge sums of money: 14 million borrowers owe $10,000 or less, while less than 3.5 million borrowers owe $200,000 or more. Many of those students in the latter group may have pursued a higher…

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While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we looked to wealth managers across the nation to find out what they’re expecting for 2021. As you’ll see, the answer often changes depending on where…

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Since companies first competed to hire returning soldiers after World War II, employers have offered worker benefits such as health care insurance, retirement plans, and workers’ compensation. However, today’s workforce model has changed considerably. Between 2007 and 2017, the percentage of the workforce engaged in alternative work arrangements rose by almost half, accounting for 94%…

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In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much to reduce poverty worldwide. As trade agreements shifted many U.S. jobs and operations overseas, the average income of the lower 50% of global earners nearly…

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Small businesses tend to have certain traits that may offer an advantage over large companies. For example, these traits may include the flexibility to try out new ideas, staff up or down quickly, and adapt nimbly to a changing market. There may also be the indomitable spirit, determination, confidence, and optimism that is inherent among…

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Just because 20-20 is in the rearview mirror, doesn’t mean you can breathe a sigh of relief. Learn 7 ways you could exponentially grow your wealth in 20-21.   Don’t miss Retirement Solutions Radio show, “7 Ways You Could Grow Your Retirement Savings in 2021”Listen Now! Our firm assists retirees and pre-retirees in the creation of…

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In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind us and a vaccine on the horizon, the stock market has plenty to celebrate. Many consumers used the pandemic period to shore up their savings,…

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The national debt is a measurement of how much the federal government owes creditors, most commonly depicted as a percentage of gross domestic product (GDP). A high debt-to-GDP ratio is considered viable when the economy is expanding, because that growth allows the government to generate higher tax revenues to help pay down the debt. However,…

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We were warned by health experts that the coronavirus outbreak would get worse with the flu season – and here we are. The pandemic has taken a huge toll on the lives of nearly every American. Some have suffered sickness and loss of life. Some have lost their jobs, businesses, or customers. What happens from…

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