Anthony Isola

Anything Above Zero Compounds

Don’t permit perfection to become the enemy of the good. This advice goes for both your Health and your money. Two weeks ago, I did a Health and Wellness presentation for our firm’s Academy program. After all, how can we discuss wealth management with clients while ignoring our most immense treasure—our Health? Nobody’s perfect. Making…

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

When you make a mistake, start over. Don’t let past residue impede future progress. The same applies to your retirement plans. You can never be too old to learn. Begin your education by reading this week’s terrific links. \ How to avoid living a miserable life. Sahil Bloom Make sure you know your sleeping point…

You Don’t Need What You Want

We buy too much stuff. There are a multitude of reasons for our affliction of overconsumption. One of the biggest is Government Policy. Since World War II, our government has become consumerism’s biggest champion. According to Lizabeth Cohen, an American History professor at Harvard: “Consuming has been a way of demonstrating that the economy and…

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

The only way to live without regret is to pay attention. Good decision-making begins with choosing the right content to consume. Start by reading this week’s terrific retirement links. Should you make Roth or Traditional 401(k) contributions? The White Coat Investor Building a bridge to social security makes sense for some investors. Retirement Researcher Anxiety…

Portfolio Pollution

Unnecessary contaminants pollute natural and financial ecosystems. Let’s start with Mother Nature. Homeowners are unknowingly saturating their yards and poisoning their neighbors’ property with GLBs (Gas Powered Leaf Blowers) A friend recently presented to our community about the dangers of these carbon-spewing monstrosities. Here are some of the highlights: In just 30 minutes, a GLB…

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

Like your job, planning for retirement is work. By reading this week’s terrific links, ensure you focus your energy in the right direction. Warren Buffett is the master. A Wealth Of Common Sense To get to the future, you have to survive the past. Of Dollars And Data How to find the right retirement community….

Future Proof Your Wealth

There is no Plan B; is a dangerous game to play. This advice goes for your financial portfolio and NFL Quarterbacks. A couple of weeks ago, the NFL draft threw the sports world into a frenzy. Shadeur Sanders, the Colorado quarterback, was rumoured to be the third pick in the entire draft. Indeed,  it was…

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

Recessions and Bear Markets are fleeting. Your financial plan must be enduring. Use our terrific retirement links to turn this into reality.   Despite all the chaos, the last 15 years have been pretty, pretty good for investors. The Big Picture Being minimally extractive is a sound life philosophy. Of Dollars And Data How to…

License To Lose

The DMV demolishes the lowest of expectations. Last week’s excursion was a debacle. After purchasing a car, the next step is registering it. After gathering all the necessary documents, the journey into the wasteland, or local DMV, commenced. Assuming the worst, I brought along reading materials for a 2-3 hour wait—a small price to pay…

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

Good investing is mostly about doing nothing. Use your time better by reading tips like these in our weekly retirement links. It’s not the things you buy and sell that make you money; it’s the things you hold. A Wealth of Common Sense Give now, not later. Of Dollars and Data Even in chaos, we…