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…

Learning from the Masters

Photo by Pixabay on Pexels.com I had the pleasure of attending the EBI West last week, a conference for financial advisors on evidenced-based investing. There were many distinguished speakers from the financial industry with interesting perspectives, but the content the “outsiders” to the industry brought was refreshing and enlightening; especially one who spoke about ancient Greek philosophy. …

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…