Anthony Isola

Compounding Knowledge-Our Monthly College Links

College is way too expensive to approach without a plan. Too many people chose this strategy with disastrous results. Don’t be one of these people. Read our monthly links to gain knowledge and save money. Don’t forget someone has to pay for your retirement. 40% of seniors have no clue how much college costs. CNBC…

Don’t Be Anti-Social about Your Security

Social Security is a hidden gem.  Too bad most people don’t possess the proper tools to unlock its value. According to InvestmentNews, 47% of Americans failed this basic five-question quiz. 51% believe their benefits wouldn’t be reduced if claimed at 65. 46% think a spouse can’t receive benefits if they have no work history. 80% believe they…

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

Check how cool financial planning magazine made my retirement pyramid. Financial Planning Retiring abroad may be cheaper but can be very inconvenient. MarketWatch Here is how you can really max out your retirement savings. Morningstar Aging boomers are reshaping senior housing. Curbed An alternative to a reverse mortgage for those house rich but cash poor. Slate Here…

Reddit Has No Monopoly on Horrific Financial Advice

Public school teachers have a better chance at winning the lottery than finding a real financial advisor. This Reddit post sums up what teachers face daily from insurance salespeople  Many who saw this were shocked and outraged; we’re not. Nationwide, expensive insurance products are the solution for every financial need in public schools. In his…

Don’t Listen To Market Hecklers

Investors pay too much attention to things that mean too little. College athletes could teach them something about blocking out distractions. Before a 1997 Penn State vs. Minnesota football game, a Nittany Lion’s fan mercilessly heckled Minnesota’s kicker, Adam Bailey. Happy Gilmore was a popular movie during this period. The heckler spewed lines from one of…

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

Memorial Day Weekend is a time for gratitude and reflection. Many veterans were denied the chance to plan for their retirement. If you are reading this, you weren’t. Stop making excuses and get to work. What happens after you leave money to your heirs is what’s important. Next Avenue Planning for retirement should begin in…

Double Intense Carnage

“I hope to God I know what I am doing.” – General Dwight D. Eisenhower, Supreme Allied Commander Meticulous planning and a good deal of luck are two of the most important ingredients for success. Like the old saying goes, “Those who fail to plan, plan to fail.” This is true in creating a financial…

Dream Hoarding Is the Ultimate Alternative Investment

Investors get what they DON’T pay for. Products like hedge funds, non-traded REITs and private equity are usually inferior to simple index funds. Expensive products ARE a decided advantage in the college application industry. According to Doree Lewak, “An increasingly common tactic is getting kids extra time on the ACTs and SATs because of a psychological…

Retirement Pyramid 2.0

Last week I created a  semi-barbaric version of The Retirement Pyramid. Some constructive criticism included, “use a pen” and “stop dotting your eyes like a little girl.” I have lots of creative ideas but my fine motor skills are severely lacking. "an astounding 80 million Americans are in debt collection and 50% of retirement-aged workers have…

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

Prince Harry doesn’t have to worry about financing his retirement but you do. Relieve the stress by reading our weekly retirement links. Too many choices in your retirement plan is a really bad thing. Forbes Even if you max out your 401(k) you can still mess things up. MarketWatch Oregon’s auto- IRA plan is off…