Anthony Isola

The Battle Is Getting Harder…..When Is My Retirement?

“Retirement is when you stop sacrificing today for an imaginary tomorrow.” -Naval Read this week’s terrific links and learn how to make this day happen. Saving a bit more each year makes a huge difference in your retirement plan. A Wealth of Common Sense Invest money in things that change the way you live. Darius Foroux…

One Size Fits One Regarding Retirement Spending

It’s not what you spend; it’s what you spend it on that matters. Recently, we flew to California for the FutureProof Festival sponsored by our firm. The trip going was a non-event. The return flight was a game-changer. For the first time in thirty years, I flew Business Class. I didn’t realize how crappy the…

The 96% Problem

Is spending harder than saving? For many retirees, the answer is a resounding – YES. Even though affluent retirees fail to spend their annual income, the problem persists. Part of the fear is due to the wide range of withdrawal rates, 3-5%. Others are spooked by the media drumbeat of how woefully unprepared most Americans…

Healthy Coping Skills Are The Ultimate Wealth Generator

You are what your coping mechanisms say you are. Bad things happen; what matters is how you react to them. Learning to cope with personal and financial turmoil is worth more than a four-year college degree. Americans suck a coping. In comparison to other wealthy nations, Americans die a lot younger. Surprisingly, this gap is…

How To Avoid A “Mid” Retirement

Growing old and vanishing is an unrelenting nightmare for many people. Multitudes of workers stay on jobs they despise for this very reason. The fear of irrelevancy often trumps the uncertainty accompanying freedom from the workplace. Jenny Joseph wrote a viral poem as a rebuttal to the sexism prevalent in our society. It centered on…

Anything Can Happen At Any Time

Our lives are overflowing with vast emptiness. We should comparably view our investments. Emptiness has a negative connotation. In reality, its definition is centered upon unlimited potential. As human beings, we confront this daily, though we may choose to ignore it. The four most frightening words in English are: Anything can happen anytime.  Our day-to-day…