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.

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.

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

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

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

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

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

Saratoga Springs, NY. – July 6, 2011 – Bill Losey, author and retirement expert and advisor, recently wrote a blog discussing the federal debt ceiling debate that is reaching a boiling point in American politics.  This blog, found on his website http://www.BillLosey.com, titled “The D Word That Haunts Wall Street” asks, “When will the debt ceiling issue be solved?” and “What would happen if we miss the deadline?” As with any national debate that has the potential to disrupt an already shaky economy, Bill knows the impact that this could have for those in the midst of retirement as well as those planning for retirement.

Bill Losey writes, “The NFL, the NBA, the EU, Congress … wherever you look, it seems people would rather wrangle these days than resolve their differences. The U.S. Treasury has set a hard deadline of August 2 for Congress to settle its divide on the federal debt ceiling, and if partisan bickering interferes, the world economy could suffer a severe hit.”

“What would happen if we miss the deadline? According to federal budget analysts at the Bipartisan Policy Center, the Treasury would only be able to make a slight majority of its 80 million monthly payments in August. Treasury Secretary Timothy Geithner would likely be put in the same position as a struggling consumer low on cash and behind on his bills: he would have to selectively decide which debts to pay for the month and which to ignore.  Should August 2 come and go without a solution, Congress’s inaction (and Geithner’s subsequent decisions) would have dramatic global repercussions,” continues Bill.

Bill concluded, “It may just be a matter of time. This negotiation is ultimately like so many others: a ticking clock will exert the most leverage. Given the gravity of what could happen, concessions will inevitably occur, a deal should happen (albeit probably at the eleventh hour), and both sides will put their own spin on the agreement. Until then, a hint of tension haunts Wall Street.  Stay tuned.”

To read the entire blog please visit http://www.billlosey.com/blog/the-d-word-that-haunts-wall-street.php

Other recent blogs written by Bill Losey include “The Current CD Quandary – Today’s Yield Can’t Beat Inflation,” “4 Reasons For Optimism,” “The Debate About Our Debt Ceiling”, “Will Gas Hit $5 or $6 A Gallon? When Will We See Relief?”, “How To Build Good Credit (and Improve Your Credit Score)” and “2 Reasons NOT To Take Early Withdrawals From Your Retirement Accounts,” 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.

Bill Losey’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated its 200^th issue.  Each issue of RI 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

Saratoga Springs, NY. – June 8, 2011 – Bill Losey, author and retirement expert and advisor, recently wrote a blog geared towards women, offering tips on planning for retirement. This blog, found on his website http://www.BillLosey.com, titled “A Woman’s Financial Reality – Your Financial Future Is Up To You & No One Else” gives several financial insights that can help women plan for retirement.  In the blog, Bill explains how men and women face unique challenges when it comes to working and planning for retirement.

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

Bill Losey writes, “With inflation and other economic pressures, a mature woman relying on Social Security income may eventually have to choose between food or medicine, or rent or car repair, or contend with other stressful money dilemmas. When these women were younger, did they envision such a meager future ahead of them? Probably not. More than a few probably wish they had understood money matters better or actively invested for retirement…The more knowledge you have, the more action you can take to define and pursue your financial goals and build retirement savings. You can also respond to a few financial realities common to women’s lives.”

Some of the other points that Bill writes about include:

• Women live longer
• The average woman spends 12 years out of the working world
• Women face an earnings gap
• At work, many women are worth more than the salaries they receive
• A rich spouse does not equal a retirement plan
• How do you plan to arrange a comfortable future for yourself?

To learn more details about each of these, please read the entire article at http://www.billlosey.com/blog/a-womans-financial-reality-your-financial-future-is-up-to-you-no-one-else.php

Other recent blogs written by Bill Losey include “The Debate About Our Debt Ceiling”, “Will Gas Hit $5 or $6 A Gallon? When Will We See Relief?”, “How To Build Good Credit (and Improve Your Credit Score)” and “2 Reasons NOT To Take Early Withdrawals From Your Retirement Accounts,” 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.

Bill Losey’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated its 200^th issue.  Each issue of RI 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

Saratoga Springs, NY. – May 9, 2011 –Bill Losey, New York based author and retirement expert, recently joined other leading financial experts from around the country to attend the annual Retirement Income Summit, held in Chicago, Illinois.  The attendees of this summit were able to learn the latest in retirement income from experts in investing, risk management, economics and psychology.

Bill Losey launched his nationwide business five years ago 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. This Summit was another way for Bill to participate in discussions of some of the most pressing issues facing retirees today, and learn new and innovative ways to help retirees manage their retirement income.

The Retirement Income Summit focused on the following topics:

• Where to find returns and guarantees in today’s investment environment
• A top Washington insider’s view on developments affecting retirement
• Why what you don’t know about variable annuities can harm your clients
• Why alternatives? Why now?
• Practical application of annuities in retirement portfolios
• How video technology will change retirement income planning
• How to prepare clients for unexpected retirement

Expert in behavioral finance, Dr. Andrew W. Lo, held one of the discussions.  Dr. Lo explained that, “In the current environment, investors nearing and in retirement are subject to risks earlier generations never had to consider. In addition to macroeconomic and political risks, understanding and dealing with volatility, correlation and timing are all challenges for advisers seeking solutions for their clients.”  Dr. Lo has created mutual funds based on his quantitative models, brings new insights into how advisers can help clients frame and manage these risks.  This is just one example of the incredibly informative material covered at this summit.

Bill Losey remarked, “It is always great to get into a room with some of the country’s most respected financial experts and discuss the latest strategies being implemented to help retirees get the most out of their income.  Our clients all have different needs, and learning about alternative and innovative retirement strategies helps us have as many options available for them as possible.”

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.

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

Saratoga Springs, NY. – April 8, 2011 – While tax day looms, and finances are on the mind of every American, Bill Losey, New York based author and retirement expert, has set up a toll-free IRA Rollover Helpline to offer a quick and easy way to rollover your retirement plan money. Bill Losey launched his nationwide business five years ago 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. The new IRA Rollover Helpline (1-866-786-2521) is just another helpful resource that Bill provides.

Bill Losey remarks, “Your 401(k), 403(b), 457 plan, Tax-Sheltered Annuity (TSA) or pension plan represents a critical piece of your financial future.  And whether you’re changing jobs, quitting, being layed off, retiring or ready to receive a lump sum from your former employer, when and how to take this distribution is a critical decision and one that can’t be changed once it has been made.  It’s an irrevocable decision with your life savings at stake so it’s important that you don’t make the choice by the seat of your pants, on your own, or limit your advice to a friend or an employee in the HR department.”

On Bill Losey’s website, http://www.MyRetirementSuccess.com, he explains that there are typically four basic options to consider when deciding what to do with your retirement account savings. Here they are:

• Taking your savings in cash
• Rolling over your saving into an IRA
• Keeping your money in your previous employer’s retirement plan, if allowed
• Move your money into your new employer’s retirement plan, if allowed

“When your hard-earned dollars are at stake, you need objective advice from someone with rollover experience and that’s where my IRA Rollover Helpline comes in,” says Losey.

To learn more about your financial options and how Bill Losey can help, please visit the IRA Rollover Helpline web page at http://www.myretirementsuccess.com/pages/helpline.asp

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.

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

Saratoga Springs, NY. – March 14, 2011 – Bill Losey, New York based author and retirement expert, recently published an article on his website http://www.BillLosey.com asking his clients and readers “Should you pay down low-interest debt, or should you invest the money into a tax-advantaged account that could potentially bring you a strong return? The article titled “Should You Own Your Home Free & Clear Before You Retire? ” provides some helpful tips and scenarios to help answer that question.  Bill Losey launched his nationwide business five years ago 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 writes, “At first glance, the answer would seem to be “absolutely, if at all possible.” Retiring with less debt … isn’t that a good thing? Why not make a few extra mortgage payments to get the job done?  In reality, things are not so cut and dried. There is a fundamental opportunity cost to consider. If you decide to put more money toward your mortgage, what could that money potentially do for you if you were to direct it elsewhere?”

“Think it over. It really comes down to what you believe. If you are bearish, then you may lean toward paying off your mortgage before you retire. There is no doubt about it – when you pay off debt you owe, you effectively get an instant return on your money for every dollar. If you are tantalizingly close to paying off your house, then you may just want to go ahead and do it because you love being free and clear,” continued Losey.

To learn more about whether owning your home free and clear during retirement, please read the entire article at http://www.billlosey.com/articles/should-you-own-your-home-free-clear-before-you-retire.php.

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’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated its 200^th issue.  Each issue of RI 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

Wilton, NY. – February 9, 2011 – Bill Losey, author and retirement advisor and expert, recently posted a video on his website http://www.BillLosey.com, titled “How To Protect Your IRA & 401k From The Next Market Freefall” that gives some quick tips that every person can use to make sure that they are taking every step possible to protect their retirement investments, especially their IRAs and 401k.

In the video, Bill Losey says, “We’ve had a great market rally in the past 13 months, and despite all of the leading economic indicators pointing up (like housing starts, consumer confidence and auto sales, for example,) there is absolutely no doubt in my mind that at some point in the near future, we will experience another significant decline.”

“What I always tell my clients is that I have no idea (and frankly, no one has any idea) whether the next 25% move is going to be up or down.  However, you need to be invested in the stock market and be a disciplined investor.  The bottom line is that the next 100% move has always been on the upside – when you have a diversified portfolio,” Bill continued.

Some of the other points that Bill touches on include having diverse asset allocation and having 2-5 years of income needs in safe sources to help cushion the impact from another market downturn.

Bill Losey launched his business five 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 view the entire video please visit http://www.billlosey.com/blog/video-retirement-expert-bill-losey-cfp-explains-how-to-protect-your-ira-401k-from-the-next-market-freefall.php

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’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated its 200^th issue.  Each issue of RI 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®, publishes a new article giving eight helpful tips for planning your retirement.

Wilton, NY. – January 10, 2011 – Bill Losey, author and retirement advisor and expert, recently gave his clients and readers eight helpful tips on planning for retirement. This article, found on his website http://www.BillLosey.com, titled “8 Tips For Planning YOUR Retirement” gives eight quick tips that every person can use to make sure that they are planning for retirement in the most practical and efficient way. Bill Losey launched his business five 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.

In the article, Bill Losey writes, “Planning financially for retirement may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started planning for your retirement – do yourself a favor and make TODAY the day you begin.”

The eight points that Bill touches on include the following:

• The earlier the better.
• Be smart about what you’ll need
• Be smart about how long you’ll need it
• Take advantage of tax-deferred contributions
• Take advantage of matching contributions
• Do the math
• Trim the fat
• Get help

On starting early, Bill Writes, “Time is definitely one of your greatest allies. A person who begins contributing a modest amount to a retirement plan in their early twenties could end up on par with someone who contributes much more aggressively but does not start until their mid-thirties. Even if you have to start small, start now.”

To learn more details about each of these, please read the entire article at http://www.billlosey.com/articles/8-tips-for-planning-your-retirement.php

Other recent articles written by Bill Losey include “The Bottom line On The 2010 Tax Relief Act,” “A Tax Compromise?” “Create A Pool Of Healthcare Dollars That Will Grow In Any Market,” “The Top 10 Financial To-Do’s (for 2010 into 2011)” and “The Implications If The Bush-Era Tax Cuts Expire.”

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’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated its 200th issue.  Each issue of RI 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 andhttp://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®, publishes new article giving 10 personal finance “to-do’s” heading into 2011.

Wilton, NY. – December 7, 2010 – Bill Losey, author and retirement advisor and expert, recently gave his clients and readers ten important things to do regarding your personal finances heading into 2011, on his websitehttp://www.BillLosey.com.  This article titled “The Top 10 Financial To-Do’s (for 2010 into 2011)” gives ten timely and helpful tips that every person can use to review and solidify their personal finances heading into 2011. Bill Losey launched his business  five years ago 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.  This recent article is the latest example of that.

Bill Losey writes, “The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2011? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or budgeting methods you could use to realize them.”

In the article, Bill gives financial tips including:

• Think about adjusting or timing your income and tax deductions
• Think about putting more in your 401(k) or 403(b)
• Consider a Roth IRA conversion before 2010 ends
• Keep an eye on what happens with income, capital gains & estate taxes
• You may wish to make a charitable gift before New Year’s Day

To learn more details about each of these and see what other tips Bill Losey has provided, please read the entire article athttp://www.billlosey.com/articles/the-top-10-financial-to-dos-for-2010-into-2011.php.

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’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated its 200th issue.  Each issue of RI 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 andhttp://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

Wilton, NY. – November 4, 2010 – Bill Losey, author and retirement advisor and expert, is currently featuring a short film on his website, titled “The Baby Boomer Retirement Movie.” This humorous and nostalgic video is designed to provide awareness for the importance of retirement planning for the baby boomer generation.  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 Losey remarked, “It was a lot of fun creating this movie.  If you are a member of the baby boomer generation, you definitely want to take a look!  This video just might make you realize how close to retirement you could be!  Have you planned correctly?”

The theme of the video follows the “You know you’re a baby boomer when…” scenario.  Some examples include, “…when you remember phones with busy signals, cords and rotary dials,” “…your parents recommend CDs as a good long-term investment, and your children couldn’t live without them as a form of entertainment” and “You order a drink, and you actually WANT to be ID’d.”

The video culminates in an invitation to learn more about Bill Losey’s retirement planning services and sign up for his award-winning free newsletter, Retirement Intelligence.  Each issue delivers tips, tools and secrets to enhance your health, wealth and happiness.

To watch this fun movie, please visit http://www.thebabyboomerretirementmovie.com/

“The Baby Boomer Retirement Movie” is just one of the ways that Bill makes the complicated and mundane topics of money and retirement fun!

For more information and to receive the free audio download, please visit 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

Wilton, NY. – October 20, 2010 – Bill Losey, author and retirement advisor and expert, recently celebrated the fifth year anniversary of Bill Losey Retirement Solutions, LLC. 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.

One of the ways that Bill has been able to stay successful, is by writing helpful blogs, newsletter and articles on his website, http://www.BillLosey.com.  Bill’s latest article titled “Spend Less Now, Live It Up Later – Why A Little Delayed Gratification May Help You Retire.” explains how 10,000 Americans will turn 65 each day during the next 18 years and asks the question, “Will their retirements match their expectations?”

Bill Losey writes, “Boomers are necessarily growing more pragmatic. The MainStay survey results hint at a shift in their financial outlook. The survey found that 76% of boomers were willing to work longer and save more in pursuit of more retirement comfort. Additionally, 40% of those surveyed said they will have to delay retirement in order to afford their desired lifestyle – and 47% said they would be willing to live in a smaller house to have more of the above luxuries/needs. A whopping 84% of respondents indicated they would be willing to allocate a portion of their assets so that they might have consistent lifelong income. However, just 52% of them were in contact with a financial consultant.”

“Will we pay for today’s lifestyle tomorrow? Financially, that is a risk we face. Many of us have not saved enough for retirement, and the financial markets have been especially volatile of late. So it only figures that spending less and saving more today could help us out tomorrow. Who knows – if some extra effort is put in now, we may end up with enough money to ‘live it up’ later,” continues Losey.

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’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated it’s 200^th issue.  Each issue of RI 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

Wilton, NY. – September 13, 2010 – The Division of Human Resources at the University of West Virginia has recently announced the WVU Retirement Planning Conference to be held on October 11-12, 2010 at the  Waterfront Place Hotel in Morgantown, West Virginia.  Bill Losey, author and retirement advisor and expert, has been asked to deliver the keynote address at the conference.

“An Evening With Bill Losey” will take place on Monday, October 11^th, 2010 at 7:00pm.  Bill’s address will be titled “The 10 Biggest Mistakes People Make When Retiring and  How You can Avoid Them!”

Bill Losey remarked, “I am very excited to be a part of this great event.  The goal of the conference is to help WVU employees recognize that retirement is not merely an event that happens when they stop working, but a process that requires careful planning and decision making during their working years.”

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’s award-winning free weekly email newsletter, Retirement Intelligence®, recently celebrated it’s 200^th issue.  Each issue of RI 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

Wilton, NY. – August 23, 2010– Just a month after celebrating the 5-year anniversary of Bill Losey Retirement Solutions, LLC, Bill Losey, author and retirement advisor and expert, is now pleased to announce the 200th issue of their free weekly email newsletter, Retirement Intelligence®. The newsletter is delivered each Thursday, with the 200th issue to be released on August 26th, 2010.

Retirement Intelligence® (RI) started out as a monthly paper newsletter, converting to a weekly email edition in September of 2006. 120 subscribers enjoyed the first email edition – and RI now boasts nearly 7,000 subscribers worldwide. Each issue of RI 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.

Bill Losey remarked, “It’s hard to believe that we are already at our 200th issue of Retirement Intelligence! We couldn’t be happier that we have been able to grow our readership so fast, and are extremely grateful for the loyalty of our subscribers across the world. We aim to be a valuable and trusted resource for retirement and financial planning, and will continue to do so in the years to come!”

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

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.

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

Wilton, NY. – July 20, 2010 – Bill Losey, author and retirement advisor and expert, along with his staff, is celebrating the 5 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 Losey remarked, “We are so excited to be celebrating our 5th anniversary! It seems like only a few short months ago we were planning our business structure and setting goals. I’m extremely pleased at our ability over the last five years to meet many of those goals and to enjoy some truly special relationships with our clients. They make our job not feel like a job at all…and we can’t wait to see where we’ll be in another 5 years.”

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.

“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 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

A new study released this week reveals that many Americans will come up short on their retirement savings:

• Over 40 percent of people with the lowest incomes face prospects of depleted savings within 10 years after retirement, with that number climbing toward 60 percent after another decade
• Almost 50 percent of early baby boomers are not expected to have enough money to cover basic living expenses like food, utilities and health care through retirement
• 44.5 percent of members of Generation X (36 to 45 years old) are expected to run out of money during retirement.

And one of the biggest contributors to currently over 40 million American’s retirements funds is the 401(k). For many workers, having savings in a 401(k) plan can make the difference between security and struggle in retirement. But how long you’ve been in a 401(k) plan and how much is being put into it is the number one factor to show if you’ll have enough retirement income.

However, for many workers their 401(k) balances are still relatively small.

Retirement advisor and financial commentator Bill Losey can help your viewers learn the 411 on their 401(k) – everything they need to know about this important piece to their retirement puzzle.

With over 20 years coaching men, women and couples on their retirement needs, Losey will make sure your audience understands:

• What happens to your 401(k) when you retire
• Tips for navigating your employers 401(k) plan
• IRA vs. 401(k) – what’s the difference and should you have both?
• How your 401(k) is affected if you change jobs, quit or laid off
• When you should consider rolling over your 401(k) to an IRA

About Bill Losey:

Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and national 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 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. For a complete bio and media demo, please visit, www.myretirementsuccess.com.

Retire in a Weekend! can be purchased from www.retireinaweekend.com and www.amazon.com

Website: www.BillLosey.com

Wilton, NY. – June 10, 2010 – Bill Losey, author and retirement advisor and expert, is currently offering a free audio download, What Wall Street Doesn’t Want You To Know. Recorded from a live teleseminar, this complimentary audio download is being offered by Bill Losey on his website, http://www.MyRetirementSuccess.com along with some other great welcome gifts, simply for signing up for his free newsletter. 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 Losey remarked, “I’m glad to offer this audio download as a reference point for those looking to learn more about successful investment strategies. I believe the insights provided highlight some of the best ways to invest in the stock market. In this time of market volatility, I believe it is timely, relevant and important for every investor to hear.”

Some of the topics covered in this teleseminar include Bill’s investment methodology called Skill-Weighed Portfolio™, the “high-profile” vs. “low-profile” U.S. stock markets, passive vs. active portfolio management and many more specific investment strategies.

“As you may already know, putting together an investment portfolio is hardly user friendly. What we will talk about is one, how you can build an investment portfolio you can understand and two, how you pay for that,” said Losey.

This audio download is not the only valuable resource being offered for free at www.MyRetirementSuccess.com. By simply providing your email address, Bill Losey is also providing his weekly award-winning newsletter and a free 30-page Special Report called “The 10 Biggest Mistakes People Make When Retiring and How YOU Can Avoid Them.” These three gifts are valued at over $695!

For more information and to receive the free audio download, please visit 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

Wilton, NY. – May 28, 2010 – Bill Losey, author and retirement advisor and expert, is currently offering a free 30-page special report, The 10 Biggest Mistakes People Make When Retiring & How You Can Avoid Them. This informative special report is being offered by Bill Losey on his website, http://www.MyRetirementSuccess.com. Bill is a nationally known and respected retirement expert, specializing in 401k rollover advice, self directed IRA rollovers, 401k direct rollovers, and many other retirement strategies.

Bill Losey said, “We wanted you to have an easy to understand set of facts that cuts through all the baloney, and tells you the biggest mistakes retirees make…and more importantly, how to avoid them!”

Some of the common mistakes pointed out in this special report include listening to the wrong people, not understanding the tax consequences of investments, owning your assets the wrong way and choosing the wrong pension option, among others. The special report goes on to highlight 6 solutions to avoiding these retirement mistakes.

“If you make even one big mistake…look out! After all, you only retire once, so you cannot afford any mistakes! You must make the right decisions the first time,” remarked Losey.

This 30-page special report is not the only valuable resource being offered for free at www.MyRetirementSuccess.com. By simply providing your email address, Bill Losey is also providing his weekly award-winning newsletter and a free audio download. These three gifts are valued at over $695!

For more information and to receive the free special report, please visit 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

April is National Financial Literacy Month

Spring has sprung and retirement advisor and financial commentator Bill Losey offers this forecast for financial stability, “As the economic barometer shows a rise in the cost of living, especially for retirement and health care, it is time to put the chilly economic climate behind us, clean out the consumer spending cobwebs, dust off the debt and Spring clean your finances.”

With recent reports that half of all American families are carrying more than $25,000 in debt and the total amount of consumer debt in the United States at nearly $2.5 trillion dollars, most people want to sweep their money troubles under the rug – Losey’s Financial Spring Clean is just what this country needs.

Losey will enthusiastically share innovative financial advice and educate your audience on:

• Top tips to get your finances squeaky clean this Spring
• How to make sure your financial goals are S.M.A.R.T.
• The six steps to get out of debt
• Four smart money moves to get you back on track to financial stability
• Don’t wait for the government – how to plan your own financial bailout
• Credit card crisis – the right way to pay off your plastic

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 finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, the former resident retirement expert on CNBC’s “On The Money”, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide. For a complete bio and media demo, please visit, www.myretirementsuccess.com.

Retire in a Weekend! can be purchased from www.myretirementsuccess.com and www.amazon.com

Website: www.BillLosey.com

Investing can be scary – stocks, bonds, mutual funds, buy low, sell high, brokers, advisors…it’s enough to have anyone’s head spinning! And as 99.9 percent of stocks are unpredictable 99.9 percent of the time, it’s not hard to see why a lot of American’s don’t want to take a ride right now on the rollercoaster known as the stock market.

Being a successful investor takes a lot of courage and perseverance, which is why financial planner and retirement coach Bill Losey wants to make sure that everyone can achieve financial independence. According to Losey, there is nothing magical about the process of building wealth and it doesn’t require great skill or luck. It does, however, require planning and discipline…and The 12 Universal Laws of Successful Retirement Investing.

Laws are meant to protect us and to keep up safe, so why wouldn’t that apply when it comes to your financial future?

In a candid and eye-opening interview, Losey can provide insight into each of the 12 Universal Laws of Successful Retirement Investing, which include:

1. Law of Goal Setting
2. Law of Time Perspective
3. Law of Monitoring
4. Law of Compound Interest
5. Law of Liquidity
6. Law of Prudent Investing
7. Law of Risk vs. Reward
8. Law of Purchasing Power
9. Law of Diversification
10. Law of Beating The Market
11. Law of Frugality
12. Law of Capital Preservation

I would love to have Losey visit your studio to talk about the laws of successful investing and how they should be used by investors to put them on the right path to a financially sound future. Losey is also available during the interview to speak on:

Investing tips in an unstable economy
How your investments could be earning more than they are now
Steps for creating predictable, sustainable and increasing income from your investments

Please contact me to schedule an interview with Bill Losey. I have included his bio below for your consideration. I look forward to hearing from you.

Thank you,

Erin MacDonald-Birnbaum
856-489-8654 x302
erin@smithpublicity.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. For a complete bio, please visit, www.BillLosey.com.

Retire in a Weekend! can be purchased from www.retireinaweekend.com and www.amazon.com

Website: www.BillLosey.com