November is Long-Term Care Awareness Month, and at Olympic Golden Retirements, we want to make sure all of our clients are properly...

Over the past year and a half, life insurance has been one of the most popular topics of discussion ...

In late 2020, Congress passed the Consolidated Appropriations Act, which included many tax provisions and extenders as well as additional...

Back in 2019, economists claimed that the large population of older Americans, dubbed the “silver tsunami,” was creating a drag on the...

The pandemic has changed our lives, our economy, and our workplaces in many ways. Looking ahead, its impact may be widespread and long...

If you said “buy low, sell high,” you’d be correct. One major problem that often plagues our human condition is unrelenting optimism;...

In 2020, we saw a record number of life insurance policies purchased in America. Life insurance has long been an invaluable tool in...

In 2019, health care spending in the U.S. rose by 4.6%, for a total of $3.8 trillion. In fact, health care spending accounted for more...

Required Minimum Distributions, RMDs, are back on this year for those of age in 2021, after being suspended in 2020 as an element of the...

Since companies first competed to hire returning soldiers after World War II, employers have offered worker benefits such as health care...

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past...

While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has...

In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of...

We were warned by health experts that the coronavirus outbreak would get worse with the flu season – and here we are. The pandemic has...

We’ve written extensively on the impact of both the SECURE and CARES Acts and the subsequent waiver of 2020 Required Minimum...

For the past 15 years, we’ve worked with thousands of clients, helping them to create retirement plans that would safeguard their assets...

As we as a nation continue to battle the effects of the Coronavirus, both physical and financial, Congress has been putting together a...

We hope this message finds you and your loved ones happy and healthy. Over the past few weeks, we have witnessed the effects – physical,...

The SECURE Act, passed at the end of last year, represents the most consequential reform to tax-qualified accounts in nearly two decades,...

Under the SECURE Act, employers who sponsor 401(k) plans can now offer annuities and other lifetime income options to plan participants...