George Fotiou
Long-term Care Options for You and Your Family
November is Long-Term Care Awareness Month, and at Olympic Golden Retirements, we want to make sure all of our clients are properly...
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George Fotiou
September is Life Insurance Awareness Month
Over the past year and a half, life insurance has been one of the most popular topics of discussion ...
George Fotiou
How Year-End Legislation May Affect Tax Season
In late 2020, Congress passed the Consolidated Appropriations Act, which included many tax provisions and extenders as well as additional...
George Fotiou
How Do Demographics Affect the Economy?
Back in 2019, economists claimed that the large population of older Americans, dubbed the “silver tsunami,” was creating a drag on the...
George Fotiou
Real Estate: Trends & Predictions
The pandemic has changed our lives, our economy, and our workplaces in many ways. Looking ahead, its impact may be widespread and long...
George Fotiou
What’s the First Rule of Investing?
If you said “buy low, sell high,” you’d be correct. One major problem that often plagues our human condition is unrelenting optimism;...
George Fotiou
A Time of Unprecedented Demand for Life Insurance
In 2020, we saw a record number of life insurance policies purchased in America. Life insurance has long been an invaluable tool in...
George Fotiou
Health Care Spending During a Pandemic
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...
George Fotiou
RMDs Back on Schedule for 2021
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...
George Fotiou
The Advantage of Portable Benefits
Since companies first competed to hire returning soldiers after World War II, employers have offered worker benefits such as health care...
George Fotiou
What Is “Stakeholder Capitalism”?
In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past...
George Fotiou
2021 Outlook: Wealth Managers Weigh In
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...
George Fotiou
What’s Ahead for the Stock Market?
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...
George Fotiou
Tuck in for a Long Winter’s Night
We were warned by health experts that the coronavirus outbreak would get worse with the flu season – and here we are. The pandemic has...
George Fotiou
2020 Required Minimum Distributions Relief
We’ve written extensively on the impact of both the SECURE and CARES Acts and the subsequent waiver of 2020 Required Minimum...
George Fotiou
Life Insurance is the New Stretch IRA
For the past 15 years, we’ve worked with thousands of clients, helping them to create retirement plans that would safeguard their assets...
George Fotiou
Required Mandatory Distributions Suspended for 2020 Paving the Way for Tax Savings
As we as a nation continue to battle the effects of the Coronavirus, both physical and financial, Congress has been putting together a...
George Fotiou
Coronavirus’(COVID-19) Effect on the Markets: How to Protect Your Retirement
We hope this message finds you and your loved ones happy and healthy. Over the past few weeks, we have witnessed the effects – physical,...
George Fotiou
The SECURE ACT is Law, Now What?
The SECURE Act, passed at the end of last year, represents the most consequential reform to tax-qualified accounts in nearly two decades,...
George Fotiou
What the SECURE Act Means for Annuities
Under the SECURE Act, employers who sponsor 401(k) plans can now offer annuities and other lifetime income options to plan participants...
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