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

Paying taxes is no fun. One way to make next years tax bill smaller is to contribute more to your 401(k) or 403(b) account. Read our weekly links to learn more how to pay yourself rather than the government. 2019 filing tips for retirees. The U.S. News & World Report If a $5.00 daily Latte…

The $800,000 Card

Social Security may be your most valuable asset. Unfortunately, many view it as an after-thought. Ignorance about its value abounds. My colleague, CFO, and Tax-Ninja Bill Sweet came up with this amazing stat. Homes have a median value of $221,800 and half of Americans have nothing saved for retirement. Something to think about. Many Americans…

Teaching The Right Lessons

The current Stock Market Game teaches kids all the wrong lessons. Jason Zweig nailed it when he said: “If your own children are studying the stock market in school, you had better ask them what they have been learning. They might need to be deprogrammed.” For many years my classes played and often won this…

Should You Sign-Up for a Netflix-Like Financial Subscription?

What do clients want most from their financial advisor? The overwhelming answer: A human being who cares about them. Tom Nally of TD Ameritrade nails it here: “In today’s age of technology, advisors should be automating everything they possibly can, whether it’s trading, rebalancing, planning, you name it. Because the least scalable resource they have…

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

Imagine if someone taught you about retirement savings twenty years ago? It’s never too late to learn. Start by reading this week’s terrific links. The biggest lie on Wall Street is small retirement investors need financial salespeople. Fortune How to create your own pension. A Wealth Of Common Sense Rob Gronkowski saved money in a…