Posts Tagged ‘investment’
Takeaways From the 2018 Berkshire Hathaway Annual Meeting
As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…
Read More8 Overlooked Risks That Could Crush Your Retirement!
What risks threaten your financial security in retirement that go beyond stock market risk? Find out what they are, and how you could protect yourself on Retirement Solutions Radio show, “8 Overlooked Risks That Could Crush Your Retirement!” Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and…
Read MorePros and Cons: Fewer Regulations in the U.S.
One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing beside mounds of paperwork to symbolize the amount of regulation the government has implemented since 1960.1 Perhaps the same can be said for the paperwork…
Read MoreHandling Market Corrections Correctly
Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors. If you’ve met with a financial advisor who designed a strategy to fit your individual financial goals, timeline and tolerance for risk, it’s generally recommended you stay the course.1 But that doesn’t mean to hold steady…
Read MoreThe Income Gap and the Economy
The income gap between the wealthy and the poor is widening in the U.S.1 Why does that matter? Because there are studies that indicate a wide swathe of income differentiation is not good for economic growth. In the years following the Great Recession, we often heard how slowly the economy was recovering. That was true…
Read MoreTax Preparation vs. Tax Planning. Here’s How You Could Save Thousands of Dollars in Taxes
Most Americans ignore the one thing that could help them save thousands of dollars in retirement. It’s called tax planning. Don’t miss Retirement Solutions Radio show, “Tax Preparation vs. Tax Planning. Here’s How You Could Save Thousands of Dollars in Taxes” Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies…
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 exuberant investors bragging about their investment returns. For example, consider this social media post:1 “I strived to become a 401(k) millionaire someday, and this week,…
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 it. According to the IRS, Americans spend a total of 6.6 billion hours a year filling out tax forms.2 While simplifying taxes is a good…
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 story. Your benefits could be significantly higher, or lower depending upon how and when you claim your benefits. Learn how on Retirement Solutions Radio show,…
Read MoreThe Cost of Health Care
Americans spend a lot on health care. In 2016, national health expenditures grew 4.3 percent to $3.3 trillion, which amounts to $10,348 per person.1 It’s interesting that you’ll find few people who say our health care system is fine as is, and medical services, facilities, drugs and equipment are all reasonably priced. However, there is…
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