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    Bill's Blog  [view all]

    Fall Financial Reminders

    Monday, October 20th, 2014

    As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives.

    Don’t forget that IRA RMD. If you own one or more traditional IRAs,you have to take your annual required minimum distribution (RMD) from one or more of those IRAs by December 31. If you are being asked to take your …

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    Latest Article  [view all]

    Financial Considerations for 2015

    Monday, October 6th, 2014

    2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial moves. This is an ideal time to schedule a meeting with a financial, tax or estate planning professional.

    How do economists see next year unfolding? Morningstar sees 2.0-2.5% GDP for the U.S. for 2015, with housing, export growth, wage growth, very low …

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    Bill's Weekly Economic Update  [view all]

    Bill Losey’s Weekly Update for October 20, 2014

    Monday, October 20th, 2014

    CONSUMER SENTIMENT: A PLEASANT SURPRISE
    Ebola fears and a choppy stock market haven’t quite rattled household optimism. At a reading of 86.4 (its highest in more than seven years), the University of Michigan’s initial October consumer sentiment index confounded analysts who expected a decrease from September’s final 84.6 mark. Consensus forecasts from MarketWatch and Briefing.com both predicted a retreat to 83.5. September’s 0.3% slip in retail sales remained a consumer question mark, especially after August’s 0.6% gain.

    U.S. INDUSTRIAL OUTPUT RISES 1.0%
    September’s gain doubled the forecast from Briefing.com and more than made …

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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 http://www.BillLosey.com, 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 – and it could be used …

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Disclaimer/Legal Notice:
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 MarketingLibrary.net Inc.

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