August 2022

Time May Change Me But I Can’t Trace Time…..When Is My Retirement?

Staying calm is a superpower. Nothing’s ruined more retirement plans than market noise. Put things in their proper perspective by reading this week’s terrific links. Teachers 403(b) plans are a nightmare – part gazillion. HumbleDollar What are the best investments for your taxable accounts? Morningstar Medicare is becoming cheaper for many retirees. MarketWatch How do…

This Is For The People Of The Sun

Which doesn’t belong and why? Pop Culture and Investment Conferences. The narrative is about to change. FUTUREPROOF isn’t your parent’s advisor’s echo chamber. Imagine money, tech, and culture merging onto three stages overlooking the Pacific Ocean.   The presenters, attendees, and sponsors resemble the faces of our diverse country, not a typical corporate boardroom. Health…

Forty-One Quick Tips For Health, Happiness, and Wealth

Fifty-eight years are a terrible thing to waste. Next week is another birthday. Rather than turning them into narcissistic celebrations, birthdays provide a baseline for pondering the meaning of it all. The goal of this post is to avoid another insufferable and pretentious soliloquy bragging about one’s accomplishments. These words are targeted toward helping readers…

Don’t Comingle The Markets With Your Vacation

We save money so we can take the time to spend it. Some lose sight of this fact. Few pleasures exude more bang for the buck than vacations. Americans don’t know what they’re missing. Compared to similarly developed nations, we aren’t close to recharging our potential productivity. Data proves vacations reduce stress, play a role…

When Should You Cash Out?

When’s enough – enough? Not putting great thought into this question is a common but critical mistake. Creating wealth is a simple way of keeping score. Knowing when to quit is a more nuanced decision. There’s an old parable about a vacationing New York businessman in conversation with a “poor” Mexican fisherman. The fisherman describes…

You Think It’s Funny, Turning Rebellion Into Money…..When Is My Retirement?

Don’t make the perfect the enemy of the good. Planning your retirement isn’t an exact science. Read our terrific links to learn more. Making your home your retirement plan isn’t the best idea. A Wealth of Common Sense Teachers’ retirement plans are a travesty.ThinkAdvisor How can you save for retirement and college simultaneously? MarketWatch Why…

Investors Need Some Cosmic Insignificance Therapy

Don’t waste precious time worrying about your investments. Here are 4,000 reasons why. Human beings live about 4,000 weeks. Give or take a couple of hundred. It’s just the math. Worry is our feeble attempt at controlling an uncontrollable future. Throughout history, people worked, so they didnt have to labor as much as they age….