News and Resources

THE RETIREMENT REALITY CHECK

When should you (and your spouse) claim Social Security benefits? Could your cash flow be more important than your savings? What will[…]

THE FINANCIAL IMPACT OF THE AFFORDABLE CARE ACT

President Obama’s health care law has held up in the Supreme Court. So what impact might this have on the[…]

INSURANCE IMPLICATIONS FROM THE APPROVAL OF THE AFFORDABLE CARE ACT

The mandate stands. By a 5-4 vote, the Supreme Court has upheld the core of the 2010 Affordable Care[…]

Chinese Yuan vs. US Dollar Index

Economic Analysis And Charting By HiddenLevers

CAN YOU RAISE YOUR SSI BY REAPPLYING FOR BENEFITS?

The “reset button” has been removed. A few years back, the distinguished economist Laurence Kotlikoff alerted people to a loophole[…]

20 TIPS FOR MINIMIZING YOUR TAXES IN 2012 & BEYOND

Will the Bush-era tax cuts expire next year? We may not have an answer to that question for several months.[…]

IF INTEREST RATES RISE, WHAT HAPPENS TO BONDS?

We have seen an epic “flight to safety” this spring. In April alone, $20.6 billion moved into bond funds, according[…]

PARENTS, ALZHEIMER’S & MONEY

Every eighth American aged 65 and older has Alzheimer’s disease, and 43% of Americans aged 85 and older have it,[…]

THE SOLO 401(k)

The solo 401(k), or solo (k) as it is sometimes called, allows a self-employed individual to set up a 401(k)[…]

HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?

What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read[…]

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