Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.
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Bucks County is a great area for retirees. Read here to learn why & see the 3 top neighborhoods for retirees in the Bucks County region.
In this article, Financial Advisor Tom Saunders breaks down cryptocurrency, the SEC’s recent action against cryptocurrency companies, and what investors should know before investing in crypto.
With the failure of First Republic Bank, the situation is looking even more shaky for the banking industry. Read here to see what investors should know and plan for when it concerns the banking industry these days.
Watch out for the new “Part-Time Fiduciaries” AKA Brokers and Bankers operating as Fiduciaries in the Delaware Valley. They are not SEC Registered Investment Advisors or SEC Registered Fiduciaries. Since 1940, the US Investment Industry was
For many Bucks county residents Social Security benefits are an integral part of their financial plan for retirement. Three of the principal factors that determine the amount of your benefits are: earnings history; marital status; and the age you beg
Hopefully you have already created an investment strategy based on the following principles: #1 Identifying your risk tolerance. Know thyself. Every investor has a unique tolerance to enduring losses and to resisting too good-to-be-true o
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent market valuations given the volatile market decline.&n
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent down, to be eligible for Medicare benefits, especially long-term
The Markets (as of market close July 22, 2022)Stocks ended last week in the black, with the market posting its best week in a month. Despite a late-week decline, each of the benchmark indexes listed here posted solid weekly gains, led by the Russell 2000 and the Nasdaq. Bond prices rose, pulling yie