Posts Tagged ‘Insurance’
The 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 MoreSocial Security: Deciding Which Benefit a Survivor Should Take
Let’s face it: Deciding when to draw Social Security benefits is not always an easy matter. It doesn’t get any easier when one spouse dies. On top of grief and…
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 MoreA Look at the Potential Effects of Tax Reform
The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use…
Read MoreThe Ultimate Guide to Claiming Your Social Security Benefits
If you’re nearing retirement, chances are you’re paying closer attention to your social security statement these days. But the truth is, that doesn’t even begin to tell you the whole…
Read MoreWomen’s Issues and Retirement
In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with…
Read MoreKeep an Eye on Interest Rates
Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The…
Read MoreExploring the Behavioral Biases of Investing
Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may…
Read MoreOngoing Veteran Program Receives Funding
On Dec. 22, 2017, President Trump signed a continuing resolution authorizing $2.1 billion to extend the Veterans Choice Program (VCP) in 2018.1 This is a temporary funding solution that will…
Read More