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Tag Archives: retirement
Lack of Retirement Planning
Retirement plan participants have suffered in numerous ways in the switch from defined benefit plans to defined contribution plans — and one of those ways is not understanding how their DC plan balance translates into retirement income. But they’re far … Continue reading
The Independent Agent and Your Retirement
Independent registered investment advisory firms are coming of age, and they’re coming into money, too, hitting record levels of revenue and profitability as they record 20 years in business. That’s according to the Charles Schwab 2015 RIA Benchmarking Study, which … Continue reading
You are now an Adult – now what ?
You’ve probably been on your own for a little while and you’re starting to get the hang of it (life that is). Hopefully you’re making more money now and — after some trial and error — you’re better at managing … Continue reading
Are you getting ready for Retirement
When it comes to finances, it seems that Americans are woefully unprepared for retirement, according to a 2015 report issued by National Institute of Retirement Security (NIRS). The Continuing Retirement Savings Crisis, states the typical American household was further behind … Continue reading
Real Estate Investment
With stock, bond and financial markets plagued by volatility, real estate investing provides a refreshing alternative. Real estate brokers, agents and investors alike understand that real estate can offer safe and lucrative investment returns. Real estate professionals utilize special tax … Continue reading
They now want to go after your retirement!
President Obama with Sen. Elizabeth Warren and DOL Secretary Thomas Perez (photo: AP) As was foreshadowed in President Obama’s last State of the Union Address, retirement policy gets considerable attention in the White House’s fiscal year 2017 budget, released today. … Continue reading
IRS gives double tax benefits of health FSAs a boost
As we start 2016, many clients are gearing up for a potential reduction in covered health benefits as employer-sponsored health plans are modified and insurers have begun cancelling coverage in anticipation of the Patient Protection and Affordable Care Act (PPACA) … Continue reading
Posted in dallas, texas, Insurance
Tagged income, insurance, retirement, robertjrussell
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2 Social Security changes and their effect on retirement income
The Bipartisan Budget Act of 2015 was signed into law on November 2, 2015. The act first and foremost raised the federal debt limit, preventing a default on our National Debt. However, there are many other items of note in … Continue reading
Americans still trying to improve retirement saving rate
Over half of workers won’t be able to cover retirement expenses Their savings rate may have improved over the past two years, but more than half of American workers are still at risk of being unprepared to completely cover essential … Continue reading
Posted in Business
Tagged blogtalkradio, insurance, investments, retirement, Robert J Russell, robertjrussell
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Retirement Planning
Did you know that life insurance is used to fund your retirement planning? Did you know that in most cases that the benefits can be tax free to you? Would you like to find out more about Tax Free Income? … Continue reading
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