Compounding Knowledge – November’s College Planning Links

Elections and college planning have some similarities. Choosing the right strategy or candidate for a two/four-year cycle is important in both cases. Vote for someone who safeguards your values. Plan for college to protect your wallet. Start by reading this month’s links. How to use a 529 plan to pay K-12 private school tuition….

Don’t Let the Incitement Industry Ruin Your Retirement

Everybody needs a non-financial retirement plan. Income projections and portfolio allocations have little value if you don’t plan to manage your most valuable asset – TIME. Many people retire without any idea how to spend this most precious commodity. Things start off on the wrong foot with the dreaded retirement party. According to Michelle Pannor Silver,…

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

Election day is this week. If you think your vote will influence the long-term returns of your retirement portfolio… You better think again. Here are this week’s terrific links. Are people going to0 far to save money by purchasing expired meat? The Wall Street Journal 401k, 403b, and IRA contributions limits for 2019. The…

NFL Finance 102

Protecting the vulnerable from financial predators is our North Star. In spite of their physical strength, NFL athletes aren’t immune to this financial virus. Our favorite NFL punter, Jeff Locke, has returned to give his unique take on the subject. Jeff watched Josh Brown’s video with David Byrne of Bright Lights. David is a former FINRA…

And If You Don’t Know, Now You Know…

October sucked if you held anything but cash in your portfolio. Not so much if you are a beleaguered teacher stuck in a crappy annuity infested 403(b) plan. Wait….what? A glimmer of light flickered in the darkest corner of retirement savings plans. For once, it wasn’t an oncoming train. Last month, the interest in 403(b)’s…