Anthony Isola

An Annuity Salesman And John Gotti Held A Free Dinner

The only group that hates fireworks more than myself are the poor dogs they torture. The pandemic’s version of July 4th was especially disturbing. Due to the C0vid-19 lockdown, celebrants took their burning desires and turned them up a notch. It sounded like the Battle of Britain was raging above my house. The aerial show…

Teacher Money Matters

It’s time for teachers to wrest control of their money from financial predators. We’re here to help. Introducing Teacher Money Matters: Our new Facebook page and group explicitly designed to meet the financial needs of teachers everywhere. Our goal is to empower teachers. It’s nearly impossible to get unbiased answers to their personal finance questions…

Everyday Is Like Monday…..When Is My Retirement?

Your retirement will last much longer than the Covid-19 pandemic. Focusing on what you can control should be everyone’s default strategy. Start by reading this week’s terrific retirement links. Beware of these retirement tax traps. Barrons Divorce and social security can be very confusing. HumbleDollar Retirement investors are being fed to the wolves. Forbes How…

What’s The Biggest Threat To Your Retirement Plans?

Dead people don’t get to retire. Many Americans fret about their “retirement number.” They’re missing the big picture. Without health, worrying about wealth becomes a meaningless time suck. Americans are getting fatter by the second. The Wall Street Journal published some alarming facts. The current crisis is heightening the need for better treatment of obesity,…

Everyday Is Like Monday…..When Is My Retirement?

Fireworks are illegal and dangerous. Saving for retirement is neither. Don’t blow up up your plan by doing stupid stuff with your money. Avoid the big mistakes by reading this week’s terrific retirement links. 20 terrific rules for long term investing. Charlie Bilello Can you save too much for retirement? MarketWatch The best retirement annuity…

What’s The Best Investing Advice Parents Can Give Teenagers?

Come for the education, stay for the compounding. What’s the best financial advice you can give to your teenagers? Explain the concept of compound interest and help them open up a Roth IRA. It’s that simple. According to William Poundstone,  proficiency in understanding how compound interest works is a notable predictor of income, wealth, and…

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

Not wearing a mask is equivalent to ignoring planning your retirement. Except, the stakes are much higher. Focus on your health by putting on a mask when you go out. Take care of your wealth by reading this week’s terrific links. Be very careful before you purchase an annuity. Morningstar Estate planning isn’t just for…

There’s No Price High Enough To Sell Your Soul

“Try to resist the low-hanging fruit, and above all, don’t sell your mind.” Janet Capron Pharmaceutical and Financial Services share something demonic  – misleading marketing. Both industries pay beaucoup advertising bucks to generate short term profits at the expense of the health and wealth of their clients. You don’t have to believe me. Ask Janet…

Join Us For A Fireside Chat With Vanguard

Teachers wish the only thing they had to fear was fear itself. Non-ERISA 403(b) plans are the night of retirement plans filled with indescribable terrors. Precisely the reason Vanguard decided to start a pilot program with us. The need to clean up this mess is decades overdue. The main problem Vanguard has struggled to gain…

Monday Is Coming Like A Jail On Wheel…..When Is My Retirement?

There is a big difference between paper and real investment losses. Buying high and selling low is a terrible retirement plan. There’s a better way. Start by reading this week’s terrific links. What are the five reasons to sell your stocks? A Wealth Of Common Sense Claiming your inheritance may take a lot longer due…