Work with an expert when dealing with Medicare, period. This article is a very well written education so you walk into their office with some knowledge,
By Dave Goetsch, Executive Producer, The Big Bang Theory “I was a mess nine years ago. Now, my outlook is totally different. The markets haven’t changed; they still go up and down. The difference is, I don’t anymore.”
Nothing earth-shattering in the last quarter. The bright spot was the S&P500, up 7.7%, as large growth stocks in USA led this quarter. Large growth USA stocks were up 9%.
CalSavers is forcing all businesses with 5 or more employees to either get a company retirement plan in place, or send their employees to a state-designed, state-run inflexible retirement plan. Learn more and how to avoid!
We are very excited to be offering HSA (health savings account) to individuals, families and groups. HSA’s are a very powerful financial tool for individuals and families in today’s financial climate! However, many have not discovered and understood this great tool!
The “winner” for 2017 was markets outside the USA meaning non-US developed countries and emerging market countries - +27%. A more in-depth analysis of the markets in 2017 will appear here in a few days.
