Barry BoscoeMar 12Navigating the Sequence of Returns Risk in Retirement PlanningThe Challenge of Retiring in a Down Market Retiring during a market downturn presents unique challenges, often requiring meticulous...
Barry BoscoeSep 13, 2023Tax-Deductible Life Insurance and Qualified PlansWhy would anyone purchase insurance in Qualified retirement plan? This seems counter intuitive as a retirement plan is for investment...
Barry BoscoeJul 18, 2023Superior Retirement Asset Protection Planning For California ResidentsI. Introduction: California not only has a reputation for great weather, beautiful beaches, and geological wonders, but...
Barry BoscoeJan 4, 2023Social Security COLA Increase-The Good and the BadThe announcement of an 8.7% increase in Social Security benefits, on first blush is great news, especially with the continued high...