Bill's Blog  [view all]

    Adjusting to Retirement

    Monday, August 18th, 2014

    What people don’t always realize about life after work.

    If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead of you. The thing to keep in mind is that the reality of your retirement may not always correspond to your conception of retirement. There will …

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    Latest Article  [view all]

    Taking Taxes Into Account When Saving & Investing

    Monday, August 18th, 2014

    It isn’t always top of mind, but it should be.

    How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager overseeing the Russell 2000). In the opening quarter of 2014, Russell polled financial services professionals and asked them how many of their clients had inquired about …

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    Bill's Weekly Economic Update  [view all]

    Bill Losey’s Weekly Economic Update for August 18, 2014

    Monday, August 18th, 2014

    They were flat according to the Commerce Department, with core retail sales (excluding food, car, gasoline and home improvement purchases) up just 0.1%. Economists polled by Reuters believed overall retail sales would advance 0.2% last month. Is this a signal that Q3 growth won’t come near Q2 growth? It does reflect subdued consumer spending in the quarter’s first month.

    The 12-month gain in the federal government’s Producer Price Index has gradually declined since the April reading, when it was measured at …

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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 – 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 Inc.

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