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Notes on Social Security
The Federal Trade Commission (FTC) reports that Social Security beneficiaries have lost $6.7 million in two months resulting from a new, highly effective scam. This is how it works: Someone…
Read MoreHow to Avoid 5 Portfolio Diversification Blind Spots!
Diversification is more than just a mix of stocks, bonds and mutual funds. Learn how to avoid 5 other diversification blind spots on Retirement Solutions Radio show, “How to Avoid…
Read More6 out of 10 Americans Retire Unexpectedly
According to USA Today, 60% of Americans retire unexpectedly! Learn how you could bulletproof your financial plan before it happens to you on Retirement Solutions Radio show, “6 Out of…
Read MoreAudits 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…
Read MoreReal 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…
Read MoreThe 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…
Read MoreWe 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…
Read MoreTake 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…
Read MoreCompanies 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…
Read MoreBull 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…
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