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Annuity Insights 

What\’s an Annuity and How Does it Work?    The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer. The organization has been actively educating and lobbying legislators to expand annuity access as part of …

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Americans Take Advantage of Delayed Tax-filing Deadlines

Tax Pitfalls   Millions of Americans took advantage of the delayed tax-filing deadline in 2020 and will have that opportunity again with the recent IRS announcement extending the deadline to May 17, 2021. In fact, according to one survey, 11% of taxpayers filed their 2019 returns after the July 15 extension last year, and 3% …

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Brain Computer Interface (BCI) Technology

The Scoop   Future Potential of Brain Computer Interface (BCI) Technology Telekinesis has always been portrayed in science fiction movies as a futuristic, pseudo-scientific, alien-like trait — but no more. The neurological capacity to influence a physical system without physical interaction is on its way to mass market applications.   The development of brain-computer interfaces …

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December 2020 Newsletter

Thrive Roadmap to Retirement Digest   December 2020 New Checklist!   Financial Issues to Consider Before 2021 This checklist covers year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. Download Now! Comforting Chocolate Chip Cookies As we enter the colder months, nothing warms your …

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