baby boomers

by Ryan W. Smith In recent years, the financial planning industry has expanded its services to include all forms of financial planning, not just the investment and retirement account assistance for which it is more …

One important note on Medicare coverage is that Medicare is not designed to pay for all medical costs. By design, the program contains premiums, deductibles and co-pays like traditional health care plans. Open enrollment for …

Enrollment in Medicare is divided into four sections: Part A is fee-for service and covers Hospital and Hospice care, Part B is also fee-for-service and covers outpatient services and tests, Part C is sometimes referred …

Medicare on average pays for just over 50% of all health care charges for those enrolled, with the remaining payments covered out-of-pocket or with supplemental insurance. For those who are already receiving or signed up …

by Ryan W. Smith Successful retirement planning is a long-term committed aspiration and many Americans are having trouble meeting their retirement goals. The big reason so many are having difficulties saving for retirement is due …

Successful retirement planning is a long-term committed aspiration and many Americans are having trouble meeting their retirement goals. A late 2016 survey by Fidelity Investments showed that 53% overestimated the percentage of their initial retirement …

Successful retirement planning is a long-term committed aspiration and many Americans are having trouble meeting their retirement goals. A late 2016 survey by Fidelity Investments showed that 74% of survey respondents knew they needed to …

by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …

Yes, there is a big difference in risk appetite overall between the two Generation X groups surveyed as part of Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors.” In the …