February 2020

How to Go From Retirement’s Outhouse to Its Penthouse

Some days you’re the dog and some days you’re the fire hydrant. Take a guess which category public school teacher’s Non-ERISA 403(b) retirement plans fall under? Help is on the way. Our 403(b) group is collaborating on a unique pilot project with Vanguard, the titan of low-cost, investor-friendly investing. Our joint mission is to transform…

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

Happy President’s Day! Former U.S. Presidents receive an annual pension of over $200,000  – You won’t. If that’s not a reason to read this week’s terrific links, I don’t know what to tell you.   Money should give you the freedom to work on things you want to. More To That Be aware of Coronavirus…

How To Make It Rain On Your Investments

Reactive habit patterns ruin more portfolios than bear markets. Acting mindlessly and reflexively is easy to do but difficult to unwind. There’s a way out of this negative feedback loop – if you’re willing to put in the work. Dr Judson Brewer, an expert on changing bad habits, has the solution. Make it R.A.I.N. on…

For God’s Sake, You’re Scaring People To Death!

Orson Welles almost scared America to death. At 8 P.M. on October 30, 1938, Welles unleashed his version of hell upon a gullible American public. The 23-year-old Welles hosted a very popular CBS Radio program called Mercury Theatre on the Air.  He produced adaptations of Dracula, The Count of Monte Cristo and other classics. This…

Workin’ For The Clampdown…..When Is My Retirement?

If your advisor is telling you to make changes in your financial plan because of the Coronavirus – You need to get a new advisor. Read what’s really important in this week’s terrific retirement links. T There are always reasons to sell your stocks. The Irrelevant Investor Be very careful when adding an annuity to…