On this episode of the Planned Solutions Financial Review Podcast we discuss, The stocks and bonds markets have turned decidedly negative in the past few weeks. Stocks have failed to push to new highs while the bond market yield curve is currently inverted: A signal of slower future economic growth. However, the economic data continues to predict that the US economy will remain on good footing signaling growth of between 2% and 3%.

And, Preventing senior financial abuse has become an important topic in the financial industry. However, the potential for abuse goes well beyond the financial world making it important that anyone who cares for or interacts with seniors is knowledgeable about the warning signs and resources that are available to help seniors who may have become a target or a victim.

Also,Medicare Part B and Part D are subject to means testing. This means that higher income households typically pay more in monthly Medicare premiums than lower income households. However, in some cases an individual may have a life-changing event that will cause their income to decline. In these cases, they can submit Social Security Form 44 to request a reassessment of their Medicare premiums to have them reduced to the amount that corresponds with their ongoing income level.

Plus a look at the Planned Solutions Incorporated Office Bulletin Board- Daryl attended the Financial Planning Association Northern California Conference held in San Francisco. The conference is one of the largest financial planning educational events in the country with thousands of financial planners in attendance and many educational breakout classes to choose from.

The Harlan D. Wood Memorial Cancer Charity Golf Tournament is just three months away. We hope you will sign up to attend or support the cause by donating to a cancer charity of your choice.

Date: September 6th, 2019

Location: Rancho Murieta Country Club – North Course

7000 Alameda Drive

Rancho Murieta, CA 95683

Time: 9am shotgun start, 1:30 barbecue

All profits go to cancer research and education. You can help by attending the tournament or donating. Not golfing? Bring friends and attend the BBQ.

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The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action.

Planned Solutions, Inc.

ADDRESS: PHONE:

1130 Iron Point Road, Suite 170 (916) 361-0100

Folsom, CA 95630 (800) 750-2111

E-MAIL: FAX:

[email protected] (916) 361-0191

WEB SITE:

www.PlannedSolutions.com

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