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Unexpected Health Care Expenses Can Drain Your Retirement Savings

September 8th, 2017

Life is a grand adventure. An adventure filled with surprises at every turn. However, not all surprises are good. As we get closer to our golden years, healthcare becomes one of the least pleasant of our surprises. Health care cost is the biggest problem retirees face today. Unexpected medical expenses can derail retirement plans if […]

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Gandolfini Estate Mess

September 6th, 2017

James Gandolfini’s $30 Million Estate Tax Mistake In “The Sopranos,” the IRS didn’t stand a chance against Mafia boss Tony Soprano. But thanks to poor planning, the IRS will be the biggest beneficiary of actor James Gandolfini’s estate. Gandolfini died with an estate worth an estimated $70 million. Leaving 20% to his wife and 80% […]

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Retirement Income Streams: Why you need more than one

June 26th, 2017

When investors focus solely on the accumulation of a certain amount of money—such as $1 million or $2 million—to finance their retirement plans, they ignore the importance of cash flow. Creating reliable cash flows means you won’t be at the mercy of stock market declines, and having multiple streams of income prevents you from becoming […]

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Pros And Cons Of Life Settlement Investments

April 12th, 2017

If you’re an investor seeking stock market alternatives, consider life settlement investing. Hedge funds, pension funds, and multinational banks routinely purchase life settlements. While these investment vehicles aren’t for everyone, they’re a worthwhile alternative for qualified investors. The market for life settlements is growing rapidly, as many senior citizens discover that they are holding policies […]

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Donald Trump’s Presidency And Social Security

December 13th, 2016

Trumps presidency has offered promise of economic growth in America, but economic growth doesn’t mean that everyone in the country is going to have more money and suddenly be in a better place. In fact, the bulk of Trumps plan, or at least what we can see so far, relies heavily on giving more money […]

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Don’t Depend On Someone Else

December 1st, 2016

Pensions used to be a dependable backbone for the American retirement plan. You put in your time and take care of your company, and in return they take care of you. But with the changes made in the economy there has been less and less room in the budget for many companies to be able […]

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Post Election

November 22nd, 2016

With the election comes change and reaction, which is not necessarily bad. With Trump winning the election bank and energy stocks soared with interest rates while tech companies fell off. Most of this is based on Trumps pro-growth plan dependent on private investors. In relation to this the U.S. dollar has reached near 13 year […]

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How Much Money Do I Need For My Retirement?

October 26th, 2016

Probably one of the biggest question if not the biggest question when it comes to retirement planning, is how much money will I need for my retirement? This question is complicated because it affects you every day before and during your retirement trying to budget your day to day life now while budgeting your eventual […]

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Don’t Outlive Your Retirement

October 21st, 2016

One of the main concerns, if not the main concern, with retirees and soon to be retirees today is the fear that they will outlive their retirement fund and be left depending on their children or others for their well being. With life expectancy going up every single day and healthcare getting more expensive every […]

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Maximize Social Security And Maximize Your Retirement

October 14th, 2016

Social Security is a program that has helped generations of Americans retire simply, safely, and without reason to worry, until recently. In recent years less and less retirees have been able to count on social security as a main flow of retirement income. In fact, some say that social security might not even be around […]

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