Posts Tagged ‘medicare’
Handling 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…
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 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…
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 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 MoreSteps for Building a Retirement Income Plan
Not everyone has dramatic success as an investor. For many, the key isn’t to have great stock market insights or great luck, but rather the foresight to consistently invest in…
Read MoreMonetary Systems
In the days before cash, people bartered goods and services. Then we established various forms of “cash” payments, from paper bills and coins to checks, credit and debit card payments.…
Read MoreUpdate on the DOL Fiduciary Rule
In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into…
Read MoreAssessing Risk
It is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less…
Read MoreInvesting for the Long Term
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young…
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