Anthony Isola

Happy To Have, Not To Have Not…..When Is My Retirement?

Nobody’s perfect. We annoy others also. Don’t let your retirement become one big nuisance. Create a tranquil future by reading this week’s terrific retirement links. You are lucky if you can live a life of leisure in retirement. A Wealth of Common Sense Here’s a retirement checklist for teachers. 403bwise It’s hard to be happy…

Who Knows How Long We Have?

Missing the point of money is at the top of the financial faux pas list. A recent client experience brought this to light. Years ago, a young teacher sought us out for advice. His portfolio was locked in a predatory 403(b) containing a 3% plus expense ratio. After consulting with him regarding these egregious fees,…

The Past Is My Present…..When Is My Retirement?

You won’t find the meaning of life in your retirement portfolio, but it can help fund the search. Read this week’s meaningful retirement links right here.   What if you already have enough money? The CUT Millionaires don’t spend enough in retirement. A Wealth of Common Sense Avoid these mistakes when considering a Backdoor Roth…

Stress Now Or Stress More Later

Ignoring a problem is an indisputable method to fail a stress test. Metabolic flexibility is the body’s ability to adapt to a change in eating habits. Strong metabolic flexibility is a sign of exceptional health. For example, what this signifies in the real world is the capability to work out in the morning without ingesting…

Yesterday I Got So Old…..When Is My Retirement?

True happiness must come from within. Make sure you’ll have the time to focus on what matters. A sound retirement plan allows you to do just that. Start by reading this week’s terrific links. The most crucial retirement plan. A Wealth of Common Sense How we can help you change a rotten 403(b) plan. REAL$MARTICA…

The Stock Market Never Provides Lasting Happiness

It’s foolish to try and quench your thirst by drinking salt water. The same goes for looking to the Stock Market for eternal bliss. A significant detriment to a fulfilling life is searching for things we think make us happy but are just transitory experiences. The more we allow our mind to indulge in these…

I Sit By And Watch The River Flow…..When Is My Retirement?

Life doesn’t stay in place for even one moment. The same goes for your retirement plan. Creating something that’s meant to be changed isn’t easy. Get some help by reading our terrific retirement links. Too much of a good thing can be a bad thing. A Wealth of Common Sense Texas is a terrible place…

Ownership 101- A Wealth Building Guide For Young People

Owning stuff builds wealth; renters pay the bills. Young people must develop an ownership mindset. Recently, I helped a young person fund their first investment account- A Roth IRA. Naturally, young people who work hard and save their money have trepidations about moving from relative safety into a world filled with the language they were…

Go Easy, Step Lightly, Stay Free…..When Is My Retirement?

“Two of the hardest things to do are save when you’re young and spend when you’re old.” -Unknown. Try reading our weekly retirement links to make better choices on both saving and investing. The good old days weren’t so good. Morningstar Change things up in your retirement. Overcoming Bias Do you have the right makeup…

Stop Consuming Empty Investment Calories

Too much junk has no place in your body or portfolio. Empty calories are an enormous waste of energy. When consuming food containing little or no nutritional value, the body compensates by eating more. There’s a reason it’s easy to wolf down copious amounts of chips or donuts. Your body fails to receive the nutrition…