Retirees’ Health Care Costs May Blow Your Mind
The Employee Benefit Research Institute has just issued a new report on health care expenses in retirement that is likely to shock many advisors and their clients. According to the
Thoughtful Insights
Millennial Business Owners Focused on Retirement Planning
You might not think so, but millennials are the ones who are zeroing in on retirement as a goal for their employees — more than Gen X business owners or
After 40 Years in 401(k)s, How Are Boomers Doing?
With 401(k) plans turning 40 years old, a Schwab Retirement Services survey finds that a majority of boomers feel their own 401(k) plans are in better shape than ever. In
Tax-Free Income Strategies for Valuable Employees
As fiduciary-focused specialists in retirement plan design, Thoughtful Advisors provides tax-free income plans for employers who are looking to recruit, retain and reward the very best people in their industry
Manage Home Sales Cautiously or Risk Thousands
The home selling season is heating up, and scammers are eager to defraud buyers and sellers once again. It’s an annual dance that puts your hard-earned funds at risk—potentially tens
Would You Take the Pledge for More Password Security?
Did you observe National Password Day on May 3, 2018? It was an interesting day for password-related news. First, Twitter pushed a password reset for more than 330 million users
Before You Spit: Who Controls Your DNA Records
One of the hot holiday gifts in 2017 was a DNA home test kit. Ancestry.com reportedly sold 1.5 million of these items during the Black Friday weekend at a reduced $59 each.
Taxpayers Listen Up: Latest Scam Sticks YOU with Big IRS Bill!
The 2018 tax prep season is in full swing, and so are hackers who smell easy money. Shortly after January 29, 2018 when the Internal Revenue Service (IRS) opened its
Almost Half a Million Employment Identity Theft Victims NOT Notified by IRS
A recent audit by the Treasury Inspector General for Tax Administration (TIGTA) revealed that the Internal Revenue Service (IRS) failed to notify 458,658 victims of employment-related identity theft who were identified in processing year
How to Avoid Income Tax Refund Theft
The 2018 tax season has begun, so it’s time to proactively protect your income tax refund. Each tax year, fraudsters claim billions of dollars in fake tax refunds. They create
