Anthony Isola

It’s Monday Again…..When Is My Retirement?

Divorce is a retirement killer. This week’s links may not improve your marriage but they won’t hurt it either. Read on… Ending a marriage can be as destructive as the Great Recession. USA Today Do you really need a big home in retirement? Barron’s  Why do women retire earlier if they live longer than men? The…

The China Syndrome

Enforcing human rights, not imposing tariffs, will solve our trade dispute with China.  Chinese and American workers are comrades in one respect. Beijing exploits them both.  American and Chinese inequality are traced to China’s authoritarian ways. Matthew Klein wrote a terrific piece, Tariffs Are the Wrong Response to China. “China is now one of the…

Vote For Joe

Which is the best Retirement Pyramid? InvestmentNews took on Josh’s challenge and created another version. The folks at both Financial Planning Magazine and InvestmentNews have more artistic talent in their fingernails than I have in my entire body. Either one is better than my chicken scratch. Twitter, it’s up to you. Which reimagined version of @ATeachMoment’s…

It’s Monday Again…..When Is My Retirement?

Hopefully, if you are 85 and still working it’s because you want to. If not it might be a good idea to read this week’s retirement links. There are 225,000 85-year-olds still working. Washington Post Retirement investors are behaving a little better. Wall Street Journal Singles have unique retirement needs. CNBC People are not increasing…

Compounding Knowledge-Our Monthly College Planning Links

Plan for college or your kids will become part of someone else’s plan. Start by reading this month’s links. College tours can be expensive. Here’s how to save $$. Wall Street Journal Student debt can really mess with your mind. MarketWatch Some great ways to head off student debt. CNBC Will 529 plan benefits be expanded?…

California Dreaming

Can you imagine a world filled with simple investment choices and fiduciary advisors? Reality bites. Last week, we sponsored the BEST investment conference of the year –  EBI West. Many of us participated in panel discussions. The title of my panel: Finding New Products: Matching Goals With Opportunities Clients are increasingly savvy, curious and vocal. How do…

It’s Monday Again…..When Is My Retirement?

INSIDE OUTSIDE   I wish I was back at EBI West sitting on a panel. Outside its clear skies, 75 degrees with no humidity. Back to helping people retire with dignity. Here are this week’s July 4th links.   Social Security benefits lost 34% of their buying power since 2000. InvestmentNews Inherited IRA’s can be…

It’s Sunday Again…..When Is My Retirement

  Dina and I will both be in California next week at the most talked about Investment Conference of the year- EBI West. We will both be speaking on panels with some amazing people. Check this out. Here are this weeks retirement links. Stay tuned for Facebook updates. Please like my page and stay in…

The Two-Room Financial Plan

People own too much home; not to mention unnecessary investments. According to Shawn Langlois of MarketWatch, “From 1978 through 2015, the median size of the single-family home increased every year until it peaked at 2,467 square feet, according to the U.S. Census Bureau.” It wouldn’t be so bad if people used ALL the rooms in…

It’s Monday Again…..When Is My Retirement?

Not having enough money for food when you retire is not an ideal way to lose weight. Save and plan and you might be able to hire a personal chef. We hope you had a Happy Father’s Day!! If we are what we eat, retirees are in trouble. MarketWatch There is no substitute for personal…