Bill's Blog  [view all]

Retirement Readiness – Accentuating The Positive

Monday, November 10th, 2014

Are 90% of articles written about retirement pessimistic? Sometimes it seems that way. Repeatedly, we are reminded that most baby boomers haven’t saved enough for the future.

There’s no denying this, but the media is giving short shrift to other, more positive developments that may be improving the economic and retirement outlook for many Americans. Here are a few worth noting.

401(k) savings have rebounded tremendously from …

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Latest Article  [view all]

Social Security: Should You Take It At 62 or Later?

Friday, November 14th, 2014

Now or later? When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait for a few years to get larger checks?

Consider what you know (and don’t know). You know how much retirement money you have; you may have a clear projection of retirement income from other potential sources. Other factors aren’t …

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Bill's Weekly Economic Update  [view all]

Bill Losey’s Weekly Economic Update for November 24, 2014

Monday, November 24th, 2014

Last month saw a 1.5% gain in existing home sales, according to the National Association of Realtors. That took the annualized increase in home buying to 2.5%. NAR measured the inventory of unsold homes at 5.1 months in October; compare that with 11.9 months in July 2010. Census Bureau data showed building permits at a high unseen since June 2008 thanks to a 4.8% October jump (there was a 10.0% leap in permits for apartment projects alone). October did see less groundbreaking, with housing …

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Latest News  [view all]

Retirement Financial Planner Bill Losey Offers Smart Ways To Spend Your Tax Refund

Wednesday, April 9th, 2014

Bill Losey, America’s Retirement Strategist®, has just published a new blog providing several great ways to spend your 2013 tax refund.

Saratoga Springs, NY – April 9, 2014 – Bill Losey, Retirement Intelligence publisher and Retirement Advisor, recently published a blog about prudent ways to spend your tax refund, if one is due to you. The blog found on his website, is titled “17 Ways To Spend Your 2013 Tax Refund”

Bill writes, “Last year, the average federal tax refund was $2,744. That’s a nice chunk of change – …

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Bill's blogs, articles, and economic reports are meant to provide you with general investment, financial and retirement information. They are not designed to be a definitive investment guide or to take the place of a qualified financial planner or other professional. Given the risks involved in investing, there is absolutely no guarantee that the strategies or methods suggested on Bill's website will ever be profitable. Bill Losey Retirement Solutions, LLC does not assume liability of any kind for any losses that may be sustained as a result of applying the methods suggested and any such liability is hereby expressly disclaimed. Portions of the content on this website were prepared by Inc.

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