Anthony Isola

Volatile, Uncertain, Complex, and Ambiguous

May you live in interesting times.  Some believe this quote is a Chinese curse. We are all under its spell. Luckily, the U.S. military devised a method to cope with the lunacy. Enter- VUCA. This acronym stands for Volatile, Uncertain, Complex, and Ambiguous. Ex-Congressman Steve Israel lays out a precise definition of VUCA. VUCA is…

Monday’s Coming Like A Jail On Wheels…..When Is My Retirement?

Nothing lasts forever, including your retirement. It’s never too early to plan your future. Start today by reading this week’s terrific links. Are you thinking of retiring abroad? Investopedia Your retirement goals are the only benchmarks that matter. A Wealth of Common Sense Don’t make these three mistakes with your HSA. Financial Planning There are…

Don’t Power Your Investments With Bad Energy

Don’t sleep on your Metabolism. Metabolism is the process that transforms food into Energy. This Energy powers every single one of the 36 trillion cells in our bodies. When Metabolism encounters adversity, our organs don’t function properly, and dozens of conditions like Dementia, Stroke, Migraines, and Depression are the result. There are multiple causes for…

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

Authority breeds thoughtlessness. Start thinking for yourself by reading this week’s terrific retirement links. Should you consider climate change when purchasing a retirement home? REDFIN Spending money in retirement isn’t a substitute for happiness. The Finance Buff What’s the point of dying wealthy? NY Post Never confuse marketing with helpful information. The Big Picture Don’t…

How To Avoid Investment Fruit Loops

Simple beats complex. Beware of excess ingredients in your food and investment portfolio. The popular children’s breakfast cereal, Froot Loops, is a case in point. Kellogg’s sells its products in various countries. Fruit Loops provides a head-scratching twist. Look at the label for the cereal sold in the U.S. compared to Germany. Do you notice…

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

No Authority can give you knowledge of yourself. Keep this in mind when planning your retirement. Start becoming more self-aware by reading this week’s terrific links. Is a donor-advised fund right for you? The Conversation Your retirement portfolio needs guardrails. A Wealth of Common Sense Money can’t buy everything. Of Dollars And Data Credit card…

The Myth Of College Savings

The biggest myth concerning financing a college education is saving is a bad idea. Say What???? An urban legend states colleges withhold money if parents accumulate assets. Yes, and mostly no. Many parents can’t distinguish the differences between need versus merit-based aid. Colleges dole out money in two ways. Funds for students from low-income families…

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

Relying on outside forces to make you happy is a bad bet. Wager on yourself. Start by planning a terrific retirement by reading this week’s links. Don’t mix politics with your retirement portfolio. The Big Picture How to apply Social Security’s Spousal Benefit. Getting Your Financial Ducks In A Row For some, great happiness comes…

Don’t Confuse Busy With Productive

Busy work keeps you busy. That’s fine if you believe running on a treadmill will enable you to fulfill your goals. The goal is moving the needle in a positive direction, not running in circles. Usually, the best way to get stuff done is to focus on the few activities that generate disproportionate returns. Everyone…

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

The only time that exists is right now. Don’t wait to enjoy your retirement. Start by gathering the correct information by reading our terrific weekly links. Before you retire, plan your days. Harvard Business Review Four easy steps for creating an Estate Plan. FastCompany Working during retirement is not a one-size-fits-all model. Investopedia Taking a…