Anthony Isola

Dreaming Is Free…..When Is My Retirement?

The most important characteristic of successful investing is knowing you have enough. Acquiring wisdom makes the journey easier. Start by reading this week’s terrific retirement links. Acquiring wealth is different from having wealth. Morgan Housel Does your chance of divorce increase during retirement? Fatherly If money wasn’t a factor, would you still work? Casey Mullooly…

Wisdom Is Your Best Asset In A Bear Market

The highest form of wisdom is seeing things as they are, not what you desire them to be. What if I told you markets aren’t reality-based? After the obligatory expletives, the rational response is – It’s plenty accurate. Where the hell did a quarter of my investment account go? How you perceive reality makes all…

What They Want I Don’t Know…..When Is My Retirement?

Having your health and owning your time doesn’t require as much money as you think. It would help if you had a plan to get there. Start by reading this week’s terrific July 4th retirement links. You might be able to rollover your 529 plan to a Roth IRA. Think Advisor Here are some tips…

There’s No Student Loan For Your Retirement

There aren’t any loans for retirement. Should we count reverse mortgages being pitched on daytime TV by Grade-C actors? While this product makes sense for some, it’s not close to reaching critical mass. Financing college is a different ball game. Too many Americans jeopardize their retirement security by screwing up late-stage college planning. Nobody’s saying…

We Need To Retire More Often

We seek refuge in all the wrong places. The stock market is a prime example. Clinging to continuous change isn’t a good look. Everyone searches for happiness while avoiding pain. Don’t listen to your tribe. We’re more alike than people think. We are constantly searching for dopamine hits in bad neighborhoods. Temporary pleasure increases desire,…

Two Simple And Cheap Ways For Managing A Bear Market

Losing money sucks. Loss aversion assures us we suffer twice as much in bear markets compared to finding joy when the bull roars. Staring at flashing red screens and listening to overdramatic prophets of doom compound a bad situation. What should investors do in these trying times? Focusing on what you can control is always…

What I Need I Just Don’t Have…..When Is My Retirement?

We torment ourselves more than anything regarding our finances. Learn some self-care by reading this week’s terrific retirement links. Here’s how to find happiness during retirement. The Harvard Gazette Retirement needs new branding. Morningstar Fifty-seven million Americans don’t have access to a retirement account. Fatherly Is Social Security really in trouble? InvestmentNews Reading is a…

Can We Solve The Longevity Equation?

Death obliterates the best-laid retirement plans. What’s the secret to a longer life? Studies prove age beliefs are a big piece of the puzzle. Humans absorb positive and negative environmental factors. Pollution and  Ageism fall under the same category. Even in our current cancel culture, one group is still fair game – the elderly. In American…