Anthony Isola

How Soon Is Now?…..When Is My Retirement?

Markets go up over long periods, but your time on this planet is in a steady downward trend. What are you going to do? Reading this week’s terrific retirement links is a good starting point. The IRS is letting you save more for retirement in 2024. CNBC Retirement isn’t a destination but a journey. HumbleDollar…

Five Things To Toss Into Your Retirement Un-Bucket List

It’s what you don’t do that often ordains success or failure. In many instances, avoiding losing is more attainable than winning the game. Insert your investments and retirement plans into this strategy. Warren Buffet’s brilliant business partner, Charlie Munger, coined this phrase when asked how to acquire an edge regarding investing. “It is remarkable how…

Tomorrow Is Promised To No One…..When Is My Retirement?

Let go of your illusions of control regarding your retirement plans. Look for the light you can see and touch. This includes reading this week’s terrific retirement links. How does your net worth compare to your peers? Of Dollars and Data Millennials and Gen Z Americans may be faced with difficult Elder Care decisions. VOX…

Don’t Forget To Forget Investment Noise

Your thoughts are your worst enemy. The bad news: Data suggests we have 10,000-20,000 thoughts daily. The good news: We forget about 99% of them. George Mack gives a terrific analogy. When you hear transient thoughts in your head, it’s easy to take them seriously, especially negative ones. The human thinking experience is like meeting…

The Battle Is Getting Harder…..When Is My Retirement?

“Retirement is when you stop sacrificing today for an imaginary tomorrow.” -Naval Read this week’s terrific links and learn how to make this day happen. Saving a bit more each year makes a huge difference in your retirement plan. A Wealth of Common Sense Invest money in things that change the way you live. Darius Foroux…

One Size Fits One Regarding Retirement Spending

It’s not what you spend; it’s what you spend it on that matters. Recently, we flew to California for the FutureProof Festival sponsored by our firm. The trip going was a non-event. The return flight was a game-changer. For the first time in thirty years, I flew Business Class. I didn’t realize how crappy the…

The 96% Problem

Is spending harder than saving? For many retirees, the answer is a resounding – YES. Even though affluent retirees fail to spend their annual income, the problem persists. Part of the fear is due to the wide range of withdrawal rates, 3-5%. Others are spooked by the media drumbeat of how woefully unprepared most Americans…

Healthy Coping Skills Are The Ultimate Wealth Generator

You are what your coping mechanisms say you are. Bad things happen; what matters is how you react to them. Learning to cope with personal and financial turmoil is worth more than a four-year college degree. Americans suck a coping. In comparison to other wealthy nations, Americans die a lot younger. Surprisingly, this gap is…