Month: May 2021


Investment Consolidation Strategies

May 25, 2021

Throughout the investment industry and financial media sources, we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can take advantage of various market opportunities while helping protect them from some investment risks. But how much diversification is too much? And what exactly should…

Social Security Proposals and Strategies

May 20, 2021

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends a combination of changing how the cost of living adjustments are made, delaying retirement age, and updating the delayed credit strategy. Among its proposals, the…

Updates on FSAs and HSAs

May 11, 2021

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs are paired with high-deductible health plans to help people save money for their plan’s high deductible, copayments and other qualified expenses. However, the real value of an HSA lies in…

New Status on Pension Plans

May 4, 2021

Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it seems, things have reached a tipping point. Even labor union workers, largely beneficiaries of rich benefits and pension plans, have been hit hard. Throughout the past century, unions set up…

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