Anthony Isola

Mellow Out Or You Will Pay….. When Is My Retirement?

Being self-aware never got anybody into trouble. Do the same with your retirement plan. Don’t make the perfect the enemy of the good. Start your quest by reading this week’s terrific retirement links. There’s a surprising reason workers quit their jobs. Klement on Investing Get these ten medical tests in retirement. MarketWatch Your savings rate,…

Choice Is A Precious A$$et

Comparing yourself to others is a loser’s game. There’s ALWAYS someone with more. Last week, my best friend and I competed in a Spartan Race at Boston’s Fenway Park. This hellscape consists of a 3.5-mile run along the stadium’s stairs and twenty “obstacles” interspersed along the way. These included rope climbs, wall vaults, monkey rings,…

The Killing Moon Will Come Too Soon…..When Is My Retirement?

Boundaries are the ego’s invention. We’re all connected whether you like it or not. The same goes for your retirement plan. Putting it into a silo invites misery. Connect yourself to knowledge by reading this week’s terrific links.   What do you spend your money on? A Wealth of Common Sense Bear Market checklists are…

Don’t Forget To Include This Asset In Your Estate Plan

A pricey estate attorney can’t bequeath this asset to your beneficiaries. Sometimes multi-millionaires are at a considerable disadvantage to the common folk. Your health impacts future generations. Simple exercise provides more lasting value than stocks and bonds. A recent landmark study turned up in The Washington Post. Based on research in mice, the findings suggest…

They Have The Sun And They Have The Palm Trees…..When Is My Retirement?

Money can make you less miserable but not necessarily happy. Make the most out of your wealth by reading this week’s terrific retirement links. Is grandparenting good for your retirement? MarketWatch Owning the right expectations is essential for your retirement plan. Morgan Housel What’s your enough number? GEN Y PLANNING Where do you want to…

Everyone’s Retirement Ends The Same Way

We’re all corpses in waiting. Unlike financial salespeople, the Grim Reaper doesn’t care if you’re an HNW individual. Spending decades planning for retirement while ignoring the inevitable makes little sense. We believe putting the thought of death out of sight and mind will protect us from it. It won’t. Contrary to popular opinion pondering death…

You’ve Grown Up And You’ve Calmed Down….When Is My Retirement?

Making peace with your retirement portfolio is easier than making peace with yourself. Money means little if you are perpetually anxious. Read this week’s terrific retirement links and put things into proper perspective. Most wealthy people don’t drive fancy cars. Yahoo Finance Almost half of all baby boomers intend to work past seventy. MarketWatch Following…

It’s Time To Quit Your Job As A Grievance Entrepreneur

Spending the day pondering what to be offended about on social media isn’t additive. There’s another direct road to unhappiness. Embrace the recency effect at your peril. The recency effect is a cognitive bias in which those items, ideas, or arguments that came last are remembered more clearly than those that came first.  In other…

The Sun Is Out And I Want Some….When Is My Retirement?

Things bother people because they let them. This includes Bear Markets. Don’t let events beyond your control interfere with your happiness. Start fresh by reading this week’s terrific retirement links. Here’s a great way to save more for your retirement. CNN Business Social Security is more valuable than ever. Financial Advisor How to create a…

Diversify Your Friends And Financial Goals

Your investments need a few good friends, and so do you. Studies prove that having friends attracts more than good times. Good friends boost the immune system and help protect you from catching a common cold. Different types of friends provide the most significant value add. The incidence of infection among people who knew many…