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    Bill's Blog  [view all]

    Women, Longevity Risk & Retirement Saving

    Monday, April 14th, 2014

    Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% of Americans aged 100 or older were women.

    Will you eventually live alone? According to the Administration on Aging (a division of the federal government’s Department of Health & Human Services), about 47% of women aged …

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    Latest Article  [view all]

    Should We Retire The 4% Rule?

    Friday, March 21st, 2014

    In 1994, a financial advisor named Bill Bengen published research articulating the “4% rule”, which became a landmark of retirement planning. The 4% rule postulates that a retirement nest egg can last 30 years if a retiree withdraws 4% of it per year (incrementally adjusted for inflation), given a portfolio of 50% stocks and 50% bonds. Bengen studied numerous 30-year stock market time spans to …

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    Bill's Weekly Economic Update  [view all]

    Bill Losey’s Weekly Economic Update for April 14, 2014

    Monday, April 14th, 2014

    The University of Michigan’s index of consumer sentiment rose 2.6 points in its preliminary April reading, bouncing back from a 4-month low of 80.0 at the end of March to a high unseen since last July. From 2003-07, the index averaged a reading of 89.0; during the 2007-09 recession, its average mark was just 64.2.

    You have to go back to last June (when wholesale inflation spiked 0.8%) to find such a sizable monthly advance in …

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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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