Be Water, My Friend

Martial Arts and personal finance have heaps in common. Success in either relies on discipline and adherence to a personal philosophy through both thick and thin. Despite passing away at 32, Bruce Lee became a cultural icon that is still revered today. Lee’s breakout role was as Kato in the TV show The Green Hornet. Later,…

I Don’t Like Mondays…..When Is My Retirement?

Retirement planning involves focusing on the things you can control. Read this week’s terrific retirement links to start following this advice. Spending money in retirement isn’t easy. Mr. Money Mustache Should you claim social security early and invest the proceeds? ThinkAdvisor Don’t let cognitive decline wreck your retirement plan. WealthManagement.com Don’t let your retirement get…

The Deepest Moats Are Filled With The Right People

On Wednesday, my Mom passed away after a long battle with Cancer. My family and friends’ responses exceeded expectations. Those stories are private and will remain that way. The same doesn’t apply to my second family, RWM. I can’t express the feelings of gratitude that flow through every vein. On Tuesday, things had reached the…

I Don’t Like Mondays…..When Is My Retirement?

Fear shouldn’t be part of anyone’s retirement plan. Read this week’s links to acquire the courage to face the next stage of your life. How to pay little tax during retirement. A Wealth of Common Sense COLAs significantly reduce the break-even point when filing for social security. FinancialDucksInARow Retirement savers between the ages of…

The Forever Retirement Plan

If death didn’t exist, your retirement plan would never end. What happens if your demise is an illusion? There are some Quantum Physicists who believe this is the case. There is a theory that our world is composed of infinite universes. According to Robert Lanza, M.D., death is not the end but rather a gateway…

I Don’t Like Mondays…..When Is My Retirement?

Retirement plans are like a compass. They can only point you in the right direction, but you must do the rest. Let us help you with this week’s terrific retirement links. Focus on what you can control. Safal Niveshak Stop comparing your wealth to other people. A Wealth of Common Sense According to Quantum Physics,…

There’s Always Going To Be A Bigger Boat

Constructing a portfolio is straightforward compared to creating wealth. A 60/40 stock-to-bond ratio doesn’t assure a fulfilling existence. In his latest book, The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, Sahil Bloom points this out and more. Bloom ventures far beyond money in his analysis. He makes a compelling argument…

I Don’t Like Mondays…..When Is My Retirement?

Comparing yourself to others is the ticket to an unhappy life. Create a unique retirement plan that focuses on your needs, not those of others. Start by reading this week’s terrific links. Health is wealth. Of Dollars And Data High net-worth individuals are likely to delay claiming Social Security. ThinkAdvisor Seven hidden traps of retirement….

Spend To Live, Save To Die

What do you want to last longer, your money or your life? It turns out that spending more money on certain items in retirement may add years to your longevity. Research proves those with larger salaries and increased net worth live longer than average. The Wall Street Journal discusses the details in Money Can Buy…