21 04, 2021

What You Need To Know About Cryptocurrency Before You Invest A Single CENT

By |2021-04-28T18:07:03+00:00April 21st, 2021|Financial Planning, Investing, Retirement Planning|

"Investing in Bitcoin or other alt-coins can be highly speculative, volatile, and risky. It's important to look past the hype and educate yourself before adding crypto to your portfolio, especially as you near retirement."- Eric Coons It's hard to read a financial column or watch a video on investing without encountering at least a brief [...]

20 04, 2021

Why Women Need To Start Having Serious Conversations About Money And Retirement

By |2021-04-20T17:58:03+00:00April 20th, 2021|Annuities, Financial Planning, Retirement Planning|

"Despite their increasing influence, women remain largely ignored by the financial industry. It's time for them to educate themselves, take control of their money, and insist on better treatment from their wealth advisors."- Robert Cannon. Although women now control 2/3 of global household finances and 40% of all wealth, they remain much less confident than [...]

20 04, 2021

How Is Bitcoin Changing The Financial World?

By |2021-04-20T17:53:36+00:00April 20th, 2021|Financial Planning, Retirement Planning|

“Most people are clueless about Bitcoin. What does it do? Why is it so valuable? What is blockchain? How does this all affect my own money and retirement?”  Steve Kerby A brief history Once relegated to the global financial system's outermost fringes, cryptocurrencies such as Bitcoin and Ethereum have entered the mainstream consciousness in a [...]

13 04, 2021

Will President Biden’s Capital Gains Tax Increase Mean You Should Head For The Exit?

By |2021-04-15T16:36:55+00:00April 13th, 2021|Retirement Planning, Taxes|

"As a new administration shifts into high gear, many people think about how Biden's tax reform proposals will affect them. People nearing retirement age and attempting to play "catch-up" with their savings are especially concerned about imminent tax increases' impact on their retirement planning."- Jerry Yu. For as long as taxes have been around, they [...]

13 04, 2021

Is Medicare Advantage “Actually” Free?

By |2021-04-26T17:00:41+00:00April 13th, 2021|Insurance, Retirement Planning|

Medicare Advantage is becoming more and more popular with America’s seniors. In fact, according to the Centers for Medicare and Medicaid Services, 40% of Medicare beneficiaries are enrolled in a Medicare Advantage Plan. But what is it? How does it work? And is it really free? Let’s start from the top. Medicare Advantage Plans are [...]

13 04, 2021

There Is A New Sheriff In Town

By |2021-04-13T14:23:22+00:00April 13th, 2021|Annuities, Bonds, Retirement Planning, Uncategorized|

There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned about their financial future than since the Great Depression. The question is where and how do Americans save, and how are their savings affected by [...]

9 04, 2021

Tips For Pre-Retirees As They Manage Their Money During And After The Pandemic

By |2021-04-09T17:54:16+00:00April 9th, 2021|Retirement Planning|

"Those within 5-10 years of retirement need to get serious about money management and planning, or face possible failure." - Angie Politarhos While it's always worth checking in on your finances from time to time, it's especially critical as more of the economic upheaval created by the COVID-19 pandemic is gradually revealed. Resetting your finances [...]

7 04, 2021

Five Common Medicare Misconceptions That Can Impact Your Retirement

By |2021-04-07T22:02:49+00:00April 7th, 2021|Financial Planning, Retirement Planning|

"Medicare planning is a complicated and confusing process. Be sure you understand all of this benefit's nuances and can separate fact from fiction."  Brad Rhodes Medicare is an essential element of any successful retirement. Yet, it is often poorly understood. In my capacity as a Medicare planner, I am continually astounded by how many false [...]

7 04, 2021

If You Are Approaching 65 You Should Know Your Medicare Options.

By |2021-04-13T21:54:06+00:00April 7th, 2021|Insurance, Retirement Planning|

"Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income decisions."-Bill Duggan If you are nearing 65, you may be thinking about making the best choices concerning Medicare. Since it is a government program, you [...]