Posts Tagged ‘Securities’
The 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…
Read MoreBanking 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 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 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…
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