What is the Optimal Timing for Social Security Benefits Why Age Matters
Introduction: Navigating the Social Security Maze Deciphering the optimal time to start receiving Social Security benefits can be a...
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Barry Boscoe
Jun 11
Understanding ESOPs: Ideal Candidates and Potential Risks
Employee Stock Ownership Plans (ESOPs) offer a unique way for business owners to sell their companies, benefiting both themselves and...
Barry Boscoe
Mar 12
Navigating the Sequence of Returns Risk in Retirement Planning
The Challenge of Retiring in a Down Market Retiring during a market downturn presents unique challenges, often requiring meticulous...
Barry Boscoe
Sep 13, 2023
Tax-Deductible Life Insurance and Qualified Plans
Why would anyone purchase insurance in Qualified retirement plan? This seems counter intuitive as a retirement plan is for investment...
Barry Boscoe
Jul 18, 2023
Superior Retirement Asset Protection Planning For California Residents
I. Introduction: California not only has a reputation for great weather, beautiful beaches, and geological wonders, but...
Barry Boscoe
Jan 4, 2023
Social Security COLA Increase-The Good and the Bad
The announcement of an 8.7% increase in Social Security benefits, on first blush is great news, especially with the continued high...
Barry Boscoe
Oct 1, 2022
Reducing Taxes Through the Use of a Roth Conversion
One way to lower your taxes in retirement is by avoiding higher tax brackets, increased Social Security taxes and Medicare premiums. The...
Barry Boscoe
May 3, 2022
Regarding Social Security, what is the difference between spousal benefits and survivor benefits?
The good news is that most people will receive benefits from the Social Security system. The bad news is the Social Security program is...
Barry Boscoe
Feb 3, 2022
The Roth IRA, is it right or wrong for you?
There has been a lot of talk and press about the benefits of saving in a Roth IRA. Those who make a good living and are in a higher tax...
Barry Boscoe
Jan 3, 2022
Retirement Traps To Avoid
There is no denying that retirement planning is sophisticated, complicated, and ongoing. You must keep updated and educated on the...
Barry Boscoe
Nov 2, 2021
The CARES Act Relief
Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...
Barry Boscoe
Nov 2, 2021
Protecting Your Retirement Income with Annuities
By now, you are likely aware that there are 10,000 Baby Boomers daily turning 65. These Baby Boomers are now beginning to seriously think...
Barry Boscoe
Nov 2, 2021
Money Management
For some people, professional money management is well worth the price. It saves their time and energy, and allows them to sleep nights...
Barry Boscoe
Nov 2, 2021
Guaranteeing Retirement Income
A recent survey indicated that the vast majority of American’s between 55 and 75 would like to have a guaranteed lifetime income in ...
Barry Boscoe
Nov 1, 2021
How Can Annuities Help Qualify for Medicaid
Medicaid is an assistance program, serving low income people of every age. In California, Medi-Cal is the same as the Federal program...
Barry Boscoe
Nov 1, 2021
Duration and How It Affects Your Bond Portfolio
Most investors have not heard the term duration associated with their bond portfolios. Due to this fact, most bond investors are unaware...
Barry Boscoe
Nov 1, 2021
How Interest Rate Hikes Effect Your Bond Portfolio
Duration is a number most people do not associate with bonds and their value. Duration is not merely a measure of time but a signal as to...
Barry Boscoe
Nov 1, 2021
The Advantage of Using an Installment Sale to a Grantor Trust.
Duration is a number most people do not associate with bonds and their value. Duration is not merely a measure of time but a signal as to...
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