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Latest Insights on WORK

The IRS Retirement Loophole The IRS Retirement Loophole: HSA Savings Account
by Ted Bauman February 20, 2017 Retirement
Retirement for many is not a pretty picture, especially if you add in health care. Fortunately, there’s a “hack” you can apply to existing tax regulations that might allow you to escape a poverty-stricken retirement.
Don’t Fear the Euro Don’t Fear the Euro
by Jeff Opdyke February 15, 2017 Global Economy
The euro has been called an unmitigated disaster ... a currency without a country. But you’re not getting the full story, and it’s that story that means the euro is safe, for a while at least.
A recent article in MIT Technology Review sheds light on the opportunities in artificial intelligence (AI) as yet another industry becomes robotized. The Hidden Profits in AI A recent article in MIT Technology Review sheds light on the opportunities in artificial intelligence (AI) as yet another industry becomes robotized.
In the Lapse of Luxury: When the Rich Stop Spending
by Jeff Yastine February 14, 2017 Economy
If the wealthy feel confident about the future, they spend. And a close look at the details of luxury spending shows the situation isn’t as pretty a picture as the market is painting right now.
Health Care Your Money or Your Life Health Care: Your Money or Your Life
by Ted Bauman February 13, 2017 Wealth Protection
Before the Affordable Care Act, half of all U.S. bankruptcies were caused by medical bills — and three-fourths of those had health insurance! It’s coming back around again, but it doesn’t have to…

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“Thirteen of my positions are up well over 50% in less than a year since joining your service. Two are in the triple digits with several close behind. My personal money manager, who works for one of the largest banks in the country, is envious of my gains. I never dreamed this was possible. My trips to China to teach English to young Chinese students is now much more affordable. Thank you for your dedication and help.”

- Chris K.

“At the end of August [2018], my 401K was $659,000. Now, on September 4th [2018], it’s $715,000. My account is up $56,000 in the last 5 days!”

- Warren O

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