Posts Tagged ‘Open Enrollment’
Foibles of Retirement Planning
The traditional retirement model was based on a rigid assumption that people worked 40 years until they were 65, and then enjoyed a retirement supported by a company pension plan.…
Read MoreKeeping Credit Card Debt in Check
As the economy improves, so does consumer sentiment.1 Along with a rise in spending confidence comes a rise in credit card debt. Household debt balances continued to grow in 2016,…
Read MoreThe Stock Market in Volatile Times
You’ve likely heard a few clichés when it comes to investing: stay the course; buy right and hold tight; time is more valuable than money; etc. The point is clear,…
Read MoreHelping Make Your Retirement Money Last
For every five years longer a retiree lives, he or she spends about 15 percent less on average. This means that people in their 70s spend about half of what…
Read MorePerks of Growing Older
Getting older has its perks — from potential tax breaks to everyday discounts. It’s like turning 21 and getting carded all over again. Only now, in some ways, the older…
Read MoreShould You Convert Your IRA or 401k to a Roth IRA? Here’s How You Can Save Thousands!
Listen to Retirement Solutions Radio show, “Should You Convert Your IRA or 401k to a Roth IRA? Here’s How You Can Save Thousands!” to hear strategies from B.O.S.S. Retirement Solutions’…
Read MoreBehave Yourself
“Overconfidence is a very serious problem. If you don’t think it affects you, that’s probably because you’re overconfident.”1 That’s a quote from Carl Richards, a financial advisor, author, speaker, columnist…
Read MoreDebate on Indexing Heats Up
When the first index mutual fund was introduced 40 years ago by Vanguard, it opened with $11.3 million in assets. 1 Today, the Vanguard 500 Index Fund holds more than…
Read MoreRetirement Solutions Television
Tune in to KSL Channel 5 on Saturday October 22nd at 10 AM for the premiere of Retirement Solutions Television! Retiring successfully doesn’t happen by accident! Our firm assists retirees…
Read MoreMedicare Open Enrollment
Medicare open enrollment is October 15th – December 7th. If you are interested in receiving more information on Medicare health insurance options, please call us at 801-990-5055. Our firm assists…
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