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Tuesday, October 27, 2020

Annual Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving,...

Tuesday, October 20, 2020

Election 2020: Economic Issues in the CrosshairsHere’s what you need to know. It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be...

Monday, October 12, 2020

October Is Financial Planning Month Six areas of personal finance to review. When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize...

Tuesday, October 6, 2020

Learn Strategies Designed To Lower Taxes, Maximize Social Security and Generate Income you won't outlive in Retirement! In these uncertain times certain strategies become essential: How to avoid personal disaster in the face of wild...

Tuesday, September 29, 2020

Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income, but also to capital gains. Capital gains result when an individual sells an investment for an amount greater...

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Tuesday, September 22, 2020

Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, there may be times when not filing may be the...

Tuesday, September 15, 2020

"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they...

Tuesday, September 8, 2020

Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July's consumer prices— excluding food and energy—which rose at the...

Tuesday, September 1, 2020

Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Rather than being one plan (featuring solely government programs), Medicare Advantage...

Tuesday, August 25, 2020

Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the...

Tuesday, August 18, 2020

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute,...

Tuesday, August 11, 2020

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half”...

Wednesday, August 5, 2020

Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I receive?” Calculating your potential Social Security benefit is a three-step process:1....

Tuesday, July 28, 2020

Your Emergency Fund: How Much Is Enough? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as...

Tuesday, July 21, 2020

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe "this time it's...

Tuesday, July 14, 2020

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at...

Wednesday, July 8, 2020

The Cost of Procrastination Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you...

Tuesday, June 30, 2020

The History of Currency

Tuesday, June 23, 2020

9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of...

Tuesday, June 16, 2020

A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of...

Tuesday, June 9, 2020

RETIREMENT Social Security: Five Facts You Need to Know Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security...

Tuesday, June 2, 2020

“Dirty Dozen” Tax Scams to Watch For Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty...

Tuesday, May 26, 2020

April 21, 2020 Self-Employment More Prevalent Over 65 Workers of all ages are being affected by the damage COVID-19 is doing to the economy, but people who are loosely attached to the labor force may be more vulnerable. That’s...

Wednesday, May 13, 2020

April 9, 2020 Social Security Tapped More in Downturn It happened after the 2001 and 2008-2009 recessions, and it will happen again. Some older workers who lose their jobs will turn, in desperation, to a ready source of cash: Social...

Friday, April 24, 2020

Roth IRA Conversion in the Era of COVID-19Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may...

Monday, April 20, 2020

The passage of The CARES Act to assist with the financial relief of our economic turndown creates some Qualified Charitable Distribution (QCD) opportunities for you to support the COVID19 recovery process this year. Please read this...

Tuesday, April 7, 2020

What is an Annuity? What you should know about them? Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an...

Monday, March 30, 2020

CORONAVIRUS RELIEF FOR RETIREMENT ACCOUNTS Monday, March 30, 2020 By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport The passage of The CARES Act on March 30th to assist with the financial relief of our economic...

Wednesday, January 15, 2020

The SECURE ActLong-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years....

Tuesday, August 13, 2019

Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs...

Wednesday, August 7, 2019

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at...

Wednesday, June 26, 2019

Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to work on your income tax...

Tuesday, June 11, 2019

The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other securities and instruments. At first glance,...

Monday, July 16, 2018

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days. And if...