Bill Losey, America’s Retirement Strategist®, will be heading to Las Vegas to take part in the annual Money Show conference.

Saratoga Springs, NY. – May 8, 2012 – Bill Losey, author and retirement expert and advisor, will be attending The Money Show in Las Vegas, Nevada from May 14-19, 2012 featuring Steve Forbes, Andrew Busch, Jim Jubak, Brien Lundin and others.  Bill continually attends events such as these as a means of enhancing his skills and furthering his education in the financial industry to offer the most current and helpful advice for his clientele.

At The Money Show, Bill will meet face to face with top investment and trading experts, acquire a global market perspective, network with and hear new ideas from other fellow investors, attend keynote speeches, interactive workshops, live trading demos, and spirited panel discussions, and discover and compare investment products and services in the exhibit hall.

Guided by the belief that “knowledge is power” and recognizing the desire of independent minds to rely on self rather than institution, MoneyShow has been empowering individuals with a passion for investing for three decades. The company pioneered the investment tradeshow field in the early 80s, creating the concept of a “MoneyShow” and developing a business model which gathers qualified investors, traders, and financial advisors together with top financial experts, business, and media professionals, offering all participants unparalleled opportunities for profitable interactivity, idea exchange, relationship-building, and learning.

Bill Losey is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

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 50-70) 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, a Certified Senior Advisor 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, 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.

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new blog discussing some smart ways to spend your tax refund this year.

Saratoga Springs, NY. – March 8, 2012 – With the impending April 17^th deadline approaching for filing taxes, many Americans are already thinking of ways to spend their tax refunds. Bill Losey, author and retirement expert and advisor, recently wrote a blog offering several ideas for spending your tax refund wisely. With this blog, found on his website http://www.BillLosey.com, titled “15 Ways to Spend Your Tax Refund”, Bill gives 15 such examples.

“In the past two years, federal tax refunds have averaged about $3,000. That’s a nice chunk of change – and it could be used to bring some positive change to your financial life and the lives of others,” writes Losey.

Some of the fifteen ways to spend your tax refund include paying down your debt, starting an emergency fund, contributing to your IRA, improve your home with energy-saving appliances, writing a proper will and establish a financial strategy, among others.

To read the entire blog, please visit http://www.billlosey.com/blog/15-ways-to-spend-your-tax-refund.php

Bill Losey is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Other recent blogs written by Bill Losey include “Could Gas Prices Harm the Economy?”, “How Much Retirement Income Will You REALLY Need?”, and “The Facebook Frenzy Is Building. Should You Care?,” among others.

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.

Retirement Intelligence® is a $497 value, but is available for free on Bill’s website http://www.MyRetirementSuccess.com

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 50-70) 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, a Certified Senior Advisor 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.

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new blog on the process of determining how much retirement income one needs to retire comfortably.

Saratoga Springs, NY. – March 8, 2012 – Bill Losey, author and retirement expert and advisor, recently wrote a blog urging readers to carefully plan how much retirement income they will need match their lifestyle needs and goals. With this blog, found on his website http://www.BillLosey.com, titled “How Much Retirement Income Will You REALLY Need?” Bill touches on five important factors that can affect retirement income needs, including health, heredity, portfolio, spending habits and social security.

On spending habits Bill writes, “Do you only spend 70% of your salary? Probably not. If you’re like many Americans, you may spend as much as 90% or 95% of it. Will your spending habits change drastically once you retire? Again, probably not. Most people only change spending habits in response to economic necessity or in pursuit of new financial goals. People don’t want to ‘live on less’ once they have had ‘more’.”

On the subject of social security Bill remarks, “Will Social Security even exist by the time you’ve retired? A study from the Government Accounting Office brings this into sharp focus, stating that the long-lived program may start to run out of money by 2036 and may be broke by the end of that decade. Furthermore, the GAO suggests a 20% cut in benefits, due to increased longevity and lower employment. Even if SSI is still a going concern in 2040, it may be very slim pickings.”

To read the entire blog, please visit http://www.billlosey.com/blog/how-much-retirement-income-will-you-really-need-2.php

Bill Losey launched his business seven years ago with one goal in mind – to offer advice and solutions to those planning for retirement.  This latest article is one of many helpful articles that Bill writes frequently to make planning for retirement seem less daunting and more achievable.

He is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Other recent blogs written by Bill Losey include “The Facebook Frenzy Is Building. Should You Care?”, “Are People REALLY Retiring Later?”, and “Is Now The Time To Refinance Your Mortgage?,” among others.

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.

Retirement Intelligence® is a $497 value, but is available for free on Bill’s website http://www.MyRetirementSuccess.com

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 50-70) 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, a Certified Senior Advisor 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.

Bill Losey, America’s Retirement Strategist®, will once again be taking part in the online trading academy in New York City to help better serve his clients.

Saratoga Springs, NY. – February 6, 2012 – Bill Losey, author and retirement expert and advisor, will once again be attending an advanced training course on Options Trading through Online Trading Academy this month from February 27, 2012 – March 2^nd, 2012.  Over the last few months, Bill Losey has completed advanced training courses through the Online Trading Academy focusing on Futures Trading and Equities/Stock Trading.

Bill explains that this Options Trading course, much like the previous courses, will help serve his clients as he studies more about identifying investment opportunities, limiting loss, reducing risk, identifying entry/exit points and managing risk to help take emotion our of the decision-making process.

Online Trading Academy is the world leader in professional education for traders who want to succeed in any market, and any asset class.  Their roots can be traced back to 1997, as one of the largest trading floors in the U.S., with 180 traders averaging half a billion dollars in daily transactions. To improve results, managers and the top traders offered daily coaching sessions in how to trade more consistently and profitably. In 2001, they shifted their focus to solely providing education. Today they have a community of over 24,000 students that have learned to trade with the skill and confidence of professional traders.

Bill Losey is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

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.

Mr. Losey also offers a “Second Opinion” program to provide an unbiased second opinion on your family’s finances, whether it includes a 401(k), 403(b), IRA or other investments.  Bill is featuring a short video overview about this new program at http://www.BillLosey.com/SecondOpinion.  There is no cost and no obligation to receive your financial second opinion.

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 50-70) 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, a Certified Senior Advisor 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, 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.

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new article stressing the importance for retirees to develop a budget.

Saratoga Springs, NY. – January 6, 2012 – Bill Losey, author and retirement expert and advisor, recently wrote an article urging readers to consider developing a budget for retirement. With this article, found on his website http://www.BillLosey.com, titled “Budgeting For Retirement – It Makes Sense Yet Many Retirees Live Without One” Bill explains the importance of planning your retirement budget before retirement.  Bill also touches on some factors that can cause retirees to stray from their budget, and how they can try to avoid such a circumstance.

“You wont be able to withdraw an unlimited amount of money in retirement. So a retirement budget is a necessity. Some retirees forego one, only to regret it later,” writes Bill.  “Often people need about 70-80% of their end salaries in retirement, but this can vary. So years before you leave work, sit down for an hour or so (perhaps with the financial professional you know and trust) and take a look at your probable monthly expenses. Online calculators can help.”

On the subject of “budget wreckers,” Bill writes, “There are a few factors that can cause you to stray from a retirement budget. You can’t do much about some of them (sudden health crises, for example), but you can try to mitigate others.”  Some of these include supporting your kids, grandkids or relatives with gifts or loans; withdrawing more than your portfolio can easily return; and dragging big debts into retirement that will nibble at your savings.

Bill Losey launched his business seven years ago with one goal in mind – to offer advice and solutions to those planning for retirement.  This latest article is one of many helpful articles that Bill writes frequently to make planning for retirement seem less daunting and more achievable.

To read the entire article, please visit http://www.billlosey.com/articles/budgeting-for-retirement-it-makes-sense-yet-many-retirees-live-without-one.php

Other recent articles written by Bill Losey include “In This Volatile Market, Perspective Is Valuable”, “Uncertainty Over Italy – The EU May Forego A Bailout”, “Changes in IRA & 401(k)s for 2012″ and “U.S. Stock Indexes Held Their Own in 2011 Despite The Geo-Political Turmoil,” among others.

Bill is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

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.

Retirement Intelligence® is a $497 value, but is available for free on Bill’s website http://www.MyRetirementSuccess.com

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 50-70) 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, a Certified Senior Advisor 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 publishesRetirement 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.

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new article discussing how Wall Street’s performance in 2011 will be remembered.

Saratoga Springs, NY. – December 9, 2011 – Bill Losey, author and retirement expert and advisor, recently wrote an article offering his perspective on the 2011 markets and their performance for the year. With this article, found on his website http://www.BillLosey.com, titled “In This Volatile Market, Perspective Is Valuable” Bill explains the importance of having the right perspective when evaluating your investments and the market in general.

“If your pessimism increased this year, you aren’t alone. This is a very challenging environment, even for fund managers. A recent Wall Street Journal piece referenced that some traders are reluctant to make a decisive move for fear of triggering a big price swing on a particular stock. Liquidity has also been reduced in this market,” writes Bill.   “While this sounds gloomy, a little perspective is helpful. When it comes to stocks, it is really about the long term.”

Bill Losey launched his business six years ago with one goal in mind – to offer advice and solutions to those planning for retirement.  This latest article is one of many helpful articles that Bill writes frequently to make planning for retirement seem less daunting and more achievable.

“Instead of fleeing the market when stocks hit headwinds, the seasoned advisor takes a moment to consult his or her financial professional of choice and adjusts the sails in response while still investing consistently with quality as a key criterion. That approach may help you ride through this year and next and give you a chance to outperform the emotionally-driven investor in the long term,” concludes Mr. Losey.

To read the entire article, please visit http://www.billlosey.com/articles/in-this-volatile-market-perspective-is-valuable.php

Other recent articles written by Bill Losey include “Medicare Open Enrollment Ends December 7th!”, “Uncertainty Over Italy – The EU May Forego A Bailout”, “Changes in IRA & 401(k)s for 2012″ and “The Latest on Social Security,” among others.

Bill is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

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.

Retirement Intelligence® is a $497 value, but is available for free on Bill’s website http://www.MyRetirementSuccess.com

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

About Bill Losey:

Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality because he makes the complicated and mundane topics of investing and retirement fun!

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach.  He is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional (a 2008 Finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide.

As a qualified professional in the areas of retirement strategies, personal finance and investing, Bill has been seen and heard on the FOX Business Network, CNBC, ABC News Now, CNN Radio, the CBS Evening News, Oprah & Friends, Martha Stewart Living Radio, Montel William’s “Montel Across America”, CBS6-TV, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, TIME, AARP Magazine, BankRate.com, CNNMoney.com, Forbes, Aol.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, U.S. News & World Report, BusinessWeek.com, Kiplinger’s Personal Finance, AARP Bulletin, CNNfn, FOX’s “Hannity & Colmes”, Wall Street Journal Blogs, Yahoo! Finance, MainStreet.com, Bloomberg Business Radio, CNN.com, FOX News Radio, The Motley Fool, KABC Radio, Federal News Radio, the Armed Forces Radio Network, Wall Street Journal Sunday, Credit.com and hundreds of radio stations nationwide.  Bill formerly was the resident retirement expert on CNBC’s “On The Money”; wrote a monthly column called “Dollars & Sense” for Life @ Home magazine; wrote a weekly column called “Making Work Optional” for The Saratogian; was a financial commentator for RNN-TV; and was the guest host of “Money Matters”, a daily personal finance radio program simulcast throughout NY, NJ and CT.  

In addition to his frequent TV and radio appearances, Bill is a freelance contributor to the AARP, and is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website, and the Guide to Retirement & Retirement Planning at SelfGrowth.com.  He has also appeared in New York Daily News, Financial Planning, Investor’s Business Daily, Boston Herald, Personal Excellence, Investment News, The Chicago Tribune, Cents, Oprah.com, The Daily Herald, Inside Information, The Atlanta Journal Constitution, the Journal of Financial Planning, Bottomline Wealth, Hudson Valley Business Journal, Life After 50, Business Life, Plan Advisor, Triathlete, Peoria Journal Star, Kokomo Tribune, The Telegraph Newspaper, AmericanChronicle.com, Senior Market Advisor, Boomer Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Afro American, Seacoast Newspapers, GrandParents.com, NationalPost.com, ThirdAge.com, American Chronicle, Press & Sun Democrat, LiveStrong.com, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, PlacesOfValue.com, Bucks County Courier Times, Central Valley Business Journal, Vermont Maturity Magazine, The Orlando Sentinel, Salt Lake Tribune, SeniorMarketAdvisor.com, The Tampa Tribune, The Troy Record, Alexandria Daily Town Talk, Richmond-Times Dispatch, Portsmouth Herald News, Today’s Charlotte Woman, Dos Mundos, TotallyHer.com, The Saratoga Business Journal, Saratoga Today, PhillyBurbs.com, Oneida Dispatch, Spirit of Saratoga, Senior Beacon, The Bergen Record, The Northeast Pennsylvania Business Journal, Pennsylvania Business Central, Arkansas Aging, TownHall.com, National Underwriter Life & Health, TheStarPress.com, RedwoodAge.com, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, Mail Tribune, Registered Representative, The Capital District Business Review and The Chronicle of Higher Education.  Bill’s first book, 101 Stock Market Guarantees, was published in 2004.

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.  His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy, come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com.

Bill is a graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver.  He is a member of the Society of Certified Senior Advisors and the National Ethics Bureau.  Active in his community, Bill has coached youth soccer and basketball, and has volunteered to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association.  Additionally, he has volunteered his time to advise individuals at the Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.

Bill has been married for 21 years to his wife Tori.  Together they have three sons, two dogs, and two fish.

For more information, please visit http://www.BillLosey.com

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new article discussing some of the expected changes in retirement savings options for 2012.

Saratoga Springs, NY. – November 10, 2011 – Bill Losey, author and retirement expert and advisor, recently wrote an article offering his thoughts on some of the changes on the horizon in 2012 as it pertains to planning for retirement. This article, found on his website http://www.BillLosey.com, titled “Changes in IRA & 401(k)s for 2012” explains four changes coming in 2012 for IRA and 401(k) accounts. In the article, Bill touches on the changes planned by the IRS after cost-of-living adjustments, and how it will affect those planning for retirement.

Bill Losey launched his business six years ago with one goal in mind – to offer advice and solutions to those planning for retirement.  This latest article is one of many helpful articles that Bill writes frequently to make planning for retirement seem less daunting and more achievable.

Some of the changes that Bill writes about include:

• 401(k) & IRA yearly contribution
• Traditional IRA phase-outs
• Roth IRA phase-outs

To learn more details about each of these, please read the entire article at http://www.billlosey.com/articles/changes-in-ira-401ks-for-2012.php

Other recent articles written by Bill Losey include “The Latest on Social Security”, “What Has Wall Street Learned from 2008?”, “Could Your Social Security Income Be Taxed?” and “Financial Missteps Made By Married Women,” among others.

Bill is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

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.

Retirement Intelligence® is a $497 value, but is available for free on Bill’s website http://www.MyRetirementSuccess.com

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

About Bill Losey:

Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality because he makes the complicated and mundane topics of investing and retirement fun!

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach.  He is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional (a 2008 Finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide.

As a qualified professional in the areas of retirement strategies, personal finance and investing, Bill has been seen and heard on the FOX Business Network, CNBC, ABC News Now, CNN Radio, the CBS Evening News, Oprah & Friends, Martha Stewart Living Radio, Montel William’s “Montel Across America”, CBS6-TV, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, TIME, AARP Magazine, BankRate.com, CNNMoney.com, Forbes, Aol.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, U.S. News & World Report, BusinessWeek.com, Kiplinger’s Personal Finance, AARP Bulletin, CNNfn, FOX’s “Hannity & Colmes”, Wall Street Journal Blogs, Yahoo! Finance, MainStreet.com, Bloomberg Business Radio, CNN.com, FOX News Radio, The Motley Fool, KABC Radio, Federal News Radio, the Armed Forces Radio Network, Wall Street Journal Sunday, Credit.com and hundreds of radio stations nationwide.  Bill formerly was the resident retirement expert on CNBC’s “On The Money”; wrote a monthly column called “Dollars & Sense” for Life @ Home magazine; wrote a weekly column called “Making Work Optional” for The Saratogian; was a financial commentator for RNN-TV; and was the guest host of “Money Matters”, a daily personal finance radio program simulcast throughout NY, NJ and CT.  

In addition to his frequent TV and radio appearances, Bill is a freelance contributer to the AARP, and is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website, and the Guide to Retirement & Retirement Planning at SelfGrowth.com.  He has also appeared in New York Daily News, Financial Planning, Investor’s Business Daily, Boston Herald, Personal Excellence, Investment News, The Chicago Tribune, Cents, Oprah.com, The Daily Herald, Inside Information, The Atlanta Journal Constitution, the Journal of Financial Planning, Bottomline Wealth, Hudson Valley Business Journal, Life After 50, Business Life, Plan Advisor, Triathlete, Peoria Journal Star, Kokomo Tribune, The Telegraph Newspaper, AmericanChronicle.com, Senior Market Advisor, Boomer Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Afro American, Seacoast Newspapers, GrandParents.com, NationalPost.com, ThirdAge.com, American Chronicle, Press & Sun Democrat, LiveStrong.com, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, PlacesOfValue.com, Bucks County Courier Times, Central Valley Business Journal, Vermont Maturity Magazine, The Orlando Sentinel, Salt Lake Tribune, SeniorMarketAdvisor.com, The Tampa Tribune, The Troy Record, Alexandria Daily Town Talk, Richmond-Times Dispatch, Portsmouth Herald News, Today’s Charlotte Woman, Dos Mundos, TotallyHer.com, The Saratoga Business Journal, Saratoga Today, PhillyBurbs.com, Oneida Dispatch, Spirit of Saratoga, Senior Beacon, The Bergen Record, The Northeast Pennsylvania Business Journal, Pennsylvania Business Central, Arkansas Aging, TownHall.com, National Underwriter Life & Health, TheStarPress.com, RedwoodAge.com, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, Mail Tribune, Registered Representative, The Capital District Business Review and The Chronicle of Higher Education.  Bill’s first book, 101 Stock Market Guarantees, was published in 2004.

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.  His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy, come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com.

Bill is a graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver.  He is a member of the Society of Certified Senior Advisors and the National Ethics Bureau.  Active in his community, Bill has coached youth soccer and basketball, and has volunteered to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association.  Additionally, he has volunteered his time to advise individuals at the Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.

Bill has been married for 21 years to his wife Tori.  Together they have three sons, two dogs, and two fish.

For more information, please visit http://www.BillLosey.com

Bill Losey, America’s Retirement Strategist®, will be taking part in the online trading academy course in New York City to help better serve his clients.

Saratoga Springs, NY. – October 10, 2011 – Bill Losey, author and retirement expert and advisor, will be attending courses through Online Trading Academy this month from October 15^th to October 21^st.  “In light of stock market upheaval, this advanced training class will help me better help and serve my clients and manage their retirement investment portfolios,” remarks Losey.

Online Trading Academy is the world leader in professional education for traders who want to succeed in any market, and any asset class.  Their roots can be traced back to 1997, as one of the largest trading floors in the U.S., with 180 traders averaging half a billion dollars in daily transactions. To improve results, managers and the top traders offered daily coaching sessions in how to trade more consistently and profitably. In 2001, they shifted their focus to solely providing education. Today they have a community of over 24,000 students that have learned to trade with the skill and confidence of professional traders.

Bill explains that this course will help serve his clients as he studies more about identifying investment opportunities, limiting loss, reducing risk, identifying entry/exit points and managing risk to help take emotion our of the decision-making process.

Bill is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Bill Losey also recently launched his “Second Opinion” program to provide an unbiased second opinion on your family’s finances, whether it includes a 401(k), 403(b), IRA or other investments.  Bill is featuring a short video overview about this new program at http://www.BillLosey.com/SecondOpinion.  There is no cost and no obligation to receive your financial second opinion.

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

About Bill Losey:

Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality because he makes the complicated and mundane topics of investing and retirement fun!

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach.  He is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional (a 2008 Finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide.

As a qualified professional in the areas of retirement strategies, personal finance and investing, Bill has been seen and heard on the FOX Business Network, CNBC, ABC News Now, CNN Radio, the CBS Evening News, Oprah & Friends, Martha Stewart Living Radio, Montel William’s “Montel Across America”, CBS6-TV, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, TIME, AARP Magazine, BankRate.com, CNNMoney.com, Forbes, Aol.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, U.S. News & World Report, BusinessWeek.com, Kiplinger’s Personal Finance, AARP Bulletin, CNNfn, FOX’s “Hannity & Colmes”, Wall Street Journal Blogs, Yahoo! Finance, MainStreet.com, Bloomberg Business Radio, CNN.com, FOX News Radio, The Motley Fool, KABC Radio, Federal News Radio, the Armed Forces Radio Network, Wall Street Journal Sunday, Credit.com and hundreds of radio stations nationwide.  Bill formerly was the resident retirement expert on CNBC’s “On The Money”; wrote a monthly column called “Dollars & Sense” for Life @ Home magazine; wrote a weekly column called “Making Work Optional” for The Saratogian; was a financial commentator for RNN-TV; and was the guest host of “Money Matters”, a daily personal finance radio program simulcast throughout NY, NJ and CT.  

In addition to his frequent TV and radio appearances, Bill is a freelance contributer to the AARP, and is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website, and the Guide to Retirement & Retirement Planning at SelfGrowth.com.  He has also appeared in New York Daily News, Financial Planning, Investor’s Business Daily, Boston Herald, Personal Excellence, Investment News, The Chicago Tribune, Cents, Oprah.com, The Daily Herald, Inside Information, The Atlanta Journal Constitution, the Journal of Financial Planning, Bottomline Wealth, Hudson Valley Business Journal, Life After 50, Business Life, Plan Advisor, Triathlete, Peoria Journal Star, Kokomo Tribune, The Telegraph Newspaper, AmericanChronicle.com, Senior Market Advisor, Boomer Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Afro American, Seacoast Newspapers, GrandParents.com, NationalPost.com, ThirdAge.com, American Chronicle, Press & Sun Democrat, LiveStrong.com, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, PlacesOfValue.com, Bucks County Courier Times, Central Valley Business Journal, Vermont Maturity Magazine, The Orlando Sentinel, Salt Lake Tribune, SeniorMarketAdvisor.com, The Tampa Tribune, The Troy Record, Alexandria Daily Town Talk, Richmond-Times Dispatch, Portsmouth Herald News, Today’s Charlotte Woman, Dos Mundos, TotallyHer.com, The Saratoga Business Journal, Saratoga Today, PhillyBurbs.com, Oneida Dispatch, Spirit of Saratoga, Senior Beacon, The Bergen Record, The Northeast Pennsylvania Business Journal, Pennsylvania Business Central, Arkansas Aging, TownHall.com, National Underwriter Life & Health, TheStarPress.com, RedwoodAge.com, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, Mail Tribune, Registered Representative, The Capital District Business Review and The Chronicle of Higher Education.  Bill’s first book, 101 Stock Market Guarantees, was published in 2004.

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.  His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy, come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com.

Bill is a graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver.  He is a member of the Society of Certified Senior Advisors and the National Ethics Bureau.  Active in his community, Bill has coached youth soccer and basketball, and has volunteered to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association.  Additionally, he has volunteered his time to advise individuals at the Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.

Bill has been married for 22 years to his wife Tori.  Together they have three sons, two dogs, and two fish.

For more information, please visit http://www.BillLosey.com

Bill Losey, America’s Retirement Strategist®, is launching a new program called “Second Opinion” to help investors take a close look at their retirement savings and gain a fresh perspective in a shaky economy.

Saratoga Springs, NY. – September 14, 2011 – Bill Losey, author and retirement expert and advisor, is launching a new program at his website to help those looking to move in a new direction with their retirement strategy.  A recent study shows that 8 out of 10 affluent investors are dissatisfied enough that they would change their financial advisors.  90 percent of investors would welcome a “second opinion” of their family’s financial outlook.

Bill understands that investors are trying to make sense of an unprecedented economic earthquake that has left them feeling blindsided and unsure about their financial future like never before.  It’s easy to see why investors have grown skittish. They’ve endured not one, but two of the worst stock market downturns in history – both within a short 10-year span.

There’s no doubt about it: Investing can be complex. Many investors don’t have a plan and others aren’t sure if they have the right plan, but there’s one thing that’s certain. In today’s turbulent times, Bill Losey believes it’s prudent—even essential—for today’s affluent investor, especially the leading edge baby boomers on the brink of retirement, to obtain a completely unbiased second opinion.

Bill Losey’s program will provide that unbiased second opinion on your family’s finances, whether it includes a 401(k), 403(b), IRA or other investments.  Bill is featuring a short video overview about this new program at http://www.BillLosey.com/SecondOpinion.  There is no cost and no obligation to receive your financial second opinion.

Bill is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

Learn more about getting a Second Opinion at http://www.BillLosey.com/SecondOpinion

About Bill Losey:

Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality because he makes the complicated and mundane topics of investing and retirement fun!

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach.  He is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional (a 2008 Finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide.

As a qualified professional in the areas of retirement strategies, personal finance and investing, Bill has been seen and heard on the FOX Business Network, CNBC, ABC News Now, CNN Radio, the CBS Evening News, Oprah & Friends, Martha Stewart Living Radio, Montel William’s “Montel Across America”, CBS6-TV, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, TIME, AARP Magazine, BankRate.com, CNNMoney.com, Forbes, Aol.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, U.S. News & World Report, BusinessWeek.com, Kiplinger’s Personal Finance, AARP Bulletin, CNNfn, FOX’s “Hannity & Colmes”, Wall Street Journal Blogs, Yahoo! Finance, MainStreet.com, Bloomberg Business Radio, CNN.com, FOX News Radio, The Motley Fool, KABC Radio, Federal News Radio, the Armed Forces Radio Network, Wall Street Journal Sunday, Credit.com and hundreds of radio stations nationwide.  Bill formerly was the resident retirement expert on CNBC’s “On The Money”; wrote a monthly column called “Dollars & Sense” for Life @ Home magazine; wrote a weekly column called “Making Work Optional” for The Saratogian; was a financial commentator for RNN-TV; and was the guest host of “Money Matters”, a daily personal finance radio program simulcast throughout NY, NJ and CT.  

In addition to his frequent TV and radio appearances, Bill is a freelance contributer to the AARP, and is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website, and the Guide to Retirement & Retirement Planning at SelfGrowth.com.  He has also appeared in New York Daily News, Financial Planning, Investor’s Business Daily, Boston Herald, Personal Excellence, Investment News, The Chicago Tribune, Cents, Oprah.com, The Daily Herald, Inside Information, The Atlanta Journal Constitution, the Journal of Financial Planning, Bottomline Wealth, Hudson Valley Business Journal, Life After 50, Business Life, Plan Advisor, Triathlete, Peoria Journal Star, Kokomo Tribune, The Telegraph Newspaper, AmericanChronicle.com, Senior Market Advisor, Boomer Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Afro American, Seacoast Newspapers, GrandParents.com, NationalPost.com, ThirdAge.com, American Chronicle, Press & Sun Democrat, LiveStrong.com, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, PlacesOfValue.com, Bucks County Courier Times, Central Valley Business Journal, Vermont Maturity Magazine, The Orlando Sentinel, Salt Lake Tribune, SeniorMarketAdvisor.com, The Tampa Tribune, The Troy Record, Alexandria Daily Town Talk, Richmond-Times Dispatch, Portsmouth Herald News, Today’s Charlotte Woman, Dos Mundos, TotallyHer.com, The Saratoga Business Journal, Saratoga Today, PhillyBurbs.com, Oneida Dispatch, Spirit of Saratoga, Senior Beacon, The Bergen Record, The Northeast Pennsylvania Business Journal, Pennsylvania Business Central, Arkansas Aging, TownHall.com, National Underwriter Life & Health, TheStarPress.com, RedwoodAge.com, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, Mail Tribune, Registered Representative, The Capital District Business Review and The Chronicle of Higher Education.  Bill’s first book, 101 Stock Market Guarantees, was published in 2004.

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.  His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy, come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com.

Bill is a graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver.  He is a member of the Society of Certified Senior Advisors and the National Ethics Bureau.  Active in his community, Bill has coached youth soccer and basketball, and has volunteered to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association.  Additionally, he has volunteered his time to advise individuals at the Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.

Bill has been married for 22 years to his wife Tori.  Together they have three sons, two dogs, and two fish.

For more information, please visit http://www.BillLosey.com

Bill Losey, America’s Retirement Strategist®, is celebrating the 6-year anniversary of his financial planning and retirement advisement company, Bill Losey Retirement Solutions, LLC.

Saratoga Springs, NY. – August 2, 2011 – Bill Losey, author and retirement expert and advisor, along with his staff, is celebrating the 6 year anniversary of Bill Losey Retirement Solutions, LLC.  On August 1, 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 is a nationally known and respected retirement expert, 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 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Bill Losey remarked, “These past 6 years have been so rewarding! We’ve enjoyed some great relationships with our clients over the years, and it is always fulfilling to help others realize their financial goals.  We look forward to serving our clients for many more years to come.”

“Our motto of ‘Invest Smart. Play Hard. Live Long®’ seems even more applicable today, as many of our clients are enjoying the benefits of learning how to navigate the retirement waters in ways that lets them enjoy life on their terms,” continued Losey.

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

About Bill Losey:

Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality because he makes the complicated and mundane topics of investing and retirement fun!

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach.  He is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional (a 2008 Finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide.

As a qualified professional in the areas of retirement strategies, personal finance and investing, Bill has been seen and heard on the FOX Business Network, CNBC, ABC News Now, CNN Radio, the CBS Evening News, Oprah & Friends, Martha Stewart Living Radio, Montel William’s “Montel Across America”, CBS6-TV, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, TIME, AARP Magazine, BankRate.com, CNNMoney.com, Forbes, Aol.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, U.S. News & World Report, BusinessWeek.com, Kiplinger’s Personal Finance, AARP Bulletin, CNNfn, FOX’s “Hannity & Colmes”, Wall Street Journal Blogs, Yahoo! Finance, MainStreet.com, Bloomberg Business Radio, CNN.com, FOX News Radio, The Motley Fool, KABC Radio, Federal News Radio, the Armed Forces Radio Network, Wall Street Journal Sunday, Credit.com and hundreds of radio stations nationwide.  Bill formerly was the resident retirement expert on CNBC’s “On The Money”; wrote a monthly column called “Dollars & Sense” for Life @ Home magazine; wrote a weekly column called “Making Work Optional” for The Saratogian; was a financial commentator for RNN-TV; and was the guest host of “Money Matters”, a daily personal finance radio program simulcast throughout NY, NJ and CT.  

In addition to his frequent TV and radio appearances, Bill is a freelance contributer to the AARP, and is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website, and the Guide to Retirement & Retirement Planning at SelfGrowth.com.  He has also appeared in New York Daily News, Financial Planning, Investor’s Business Daily, Boston Herald, Personal Excellence, Investment News, The Chicago Tribune, Cents, Oprah.com, The Daily Herald, Inside Information, The Atlanta Journal Constitution, the Journal of Financial Planning, Bottomline Wealth, Hudson Valley Business Journal, Life After 50, Business Life, Plan Advisor, Triathlete, Peoria Journal Star, Kokomo Tribune, The Telegraph Newspaper, AmericanChronicle.com, Senior Market Advisor, Boomer Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Afro American, Seacoast Newspapers, GrandParents.com, NationalPost.com, ThirdAge.com, American Chronicle, Press & Sun Democrat, LiveStrong.com, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, PlacesOfValue.com, Bucks County Courier Times, Central Valley Business Journal, Vermont Maturity Magazine, The Orlando Sentinel, Salt Lake Tribune, SeniorMarketAdvisor.com, The Tampa Tribune, The Troy Record, Alexandria Daily Town Talk, Richmond-Times Dispatch, Portsmouth Herald News, Today’s Charlotte Woman, Dos Mundos, TotallyHer.com, The Saratoga Business Journal, Saratoga Today, PhillyBurbs.com, Oneida Dispatch, Spirit of Saratoga, Senior Beacon, The Bergen Record, The Northeast Pennsylvania Business Journal, Pennsylvania Business Central, Arkansas Aging, TownHall.com, National Underwriter Life & Health, TheStarPress.com, RedwoodAge.com, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, Mail Tribune, Registered Representative, The Capital District Business Review and The Chronicle of Higher Education.  Bill’s first book, 101 Stock Market Guarantees, was published in 2004.

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.  His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy, come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com.

Bill is a graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver.  He is a member of the Society of Certified Senior Advisors and the National Ethics Bureau.  Active in his community, Bill has coached youth soccer and basketball, and has volunteered to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association.  Additionally, he has volunteered his time to advise individuals at the Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.

Bill has been married for 22 years to his wife Tori.  Together they have three sons, two dogs, and two fish.

For more information, please visit http://www.BillLosey.com