Posts Tagged ‘Social Security’
Innovation Around the World
Digital music service Spotify and the popular electronic games Minecraft and Candy Crush Saga all originated in Sweden. The country is home to some of the world’s largest technology companies…
Read MoreYear-End Tax Tips
As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax…
Read MoreFalling Assets
Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the…
Read MoreA New Retirement Tool
You’ve worked hard your whole life to build your nest egg and create stability in retirement. Considering all options to ensure your assets are used in the most balanced and…
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 MoreGoals-Based Investing
There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…
Read MoreRetirement Stages
What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…
Read MoreIRS News to Know
As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is…
Read More