Posts Tagged ‘2017 Inc. 5000 Winner’
Banking Trends
In its recent 2018 Banking Industry Outlook report, Deloitte identified six key themes that are driving trends for financial institutions today:1 Redefining what makes for a positive customer experience Managing…
Read MoreInflation: Expectations for 2018
It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe…
Read MoreRetirement and Health Care Budgeting
When you estimate a budget for retirement income, remember that health care expenses are likely to be higher in the future than they are before you retire. According to recent…
Read MoreEnrolling in Medicare
Unlike Social Security, the age for Medicare eligibility is the same for everyone: 65 years old, no matter what year you were born. If you have already filed for Social…
Read MoreThe Future of Medicare and Social Security
There is little doubt that Medicare and Social Security are important programs that help older Americans in retirement, particularly now that so many are living beyond previous life expectancy rates.…
Read MoreWays to Avoid Financial Scams
According to a recent survey, about two-thirds of adults age 70 and older fall for online scammers. Here are some tips to remember about some of the latest frauds:1 Medicare…
Read MoreRoth IRA vs. Roth 401(k)
The Roth IRA, established by the Taxpayer Relief Act of 1997, offered a new twist to the traditional IRA — namely, after-tax contributions. What this means is that a Roth…
Read MoreBalancing Investor Euphoria With Market Reality
Many social media users share nearly all aspects of their lives, from photos of cute kids and pets to their political views. And now, we even are seeing posts from…
Read MoreFinancial Strategies in 2018
One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has…
Read MoreDigital Tools for Tax Season
Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure…
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