Retire in A Weekend Author Bill Losey Celebrates 8-Year Anniversary of Bill Losey Retirement Solutions
Bill Losey, America’s Retirement Strategist®, is celebrating the 8-year anniversary of his financial planning and retirement advisement company, Bill Losey Retirement Solutions, LLC.
Saratoga Springs, NY – July 8, 2013 – Bill Losey, Retirement Intelligence publisher and Retirement Advisor, along with his staff, is celebrating the 8-year anniversary of Bill Losey Retirement Solutions, LLC. On July 5, 2005, Bill Losey launched this business with one goal in mind – to offer advice and solutions to those planning for retirement, as well as those in the midst of retirement, who are trying to get the most out of their finances.
Bill Losey is a nationally known and respected retirement advisor, specializing in 401k rollover advice, self-directed IRA rollovers, 401k direct rollovers, and many other investment and retirement strategies. Bill’s company, Bill Losey Retirement Solutions, LLC, is an independent registered investment advisory firm that caters primarily to couples as well as divorced and widowed women nationwide (age 55+) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.
“At the time, starting my own retirement planning practice and Registered Investment Advisory firm was scary, but it’s turned out to be the best investment I’ve ever made,” Remarked Bill Losey. “I love helping people, seeing them reach their goals, and helping them manage their fears and self-doubt during volatile market periods.”
Bill continued, “I’m fortunate to work with a small, select group of individuals and couples, many of whom have turned into close friends over the years. We get together for lunch and dinners, and many have come to my gigs to see me sing.”
Each issue of Bill Losey’s award-winning free weekly email newsletter, Retirement Intelligence®, reveals how-to-articles, secrets, investment ideas, a “Joke Of The Week”, fitness and diet tips, and promotes upcoming seminar dates to keep subscribers “in-the-know.” Bill and his staff seek to provide informative and entertaining information readers can use to simply and confidently enhance their health, wealth and happiness.
To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.
About Bill Losey, CFP®, CSA
America’s Retirement Strategist®
Bill Losey, CFP®, caters to women and couples (age 50-80) who seek to reduce post-retirement risk and generate a predictable, sustainable, increasing stream of retirement income they won’t outlive. As a qualified professional in the areas of retirement strategies, personal finance and investment management, Bill has been seen and heard on hundreds of TV and radio stations such as FOX News, NPR, CBS News, CNBC, Business Week, TIME, AARP, U.S. News & World Report, and Oprah & Friends.
Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner and Certified Retirement Coach. He is the owner of Bill Losey Retirement Solutions, LLC, a fee-based registered investment advisory firm serving a small nationwide clientele. Bill is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional and he publishes Retirement Intelligence®, a free, weekly, award-winning newsletter that reaches over 5,000 subscribers worldwide. Formerly, Bill was the “resident retirement expert” on CNBC’s “On the Money” television program.
In his leisure time, Billy, as his friends call him, loves to sing. He is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Pepsi Arena, and other sporting venues. Currently Bill is the lead singer of a vocal duo called The New York Lounge Lizards. He has been married for nearly 25 years to his wife Tori. Together they have three sons, two dogs, and one fish.
Learn more at www.BillLosey.com or by calling 518-581-1666.