Anthony Isola

Don’t Save It For Later…..When Is My Retirement?

The President will at some point have to leave the White House. The same isn’t true for your retirement. You’re the master of this domain. Make the right choice by reading this week’s terrific links. Don’t let your adult children ruin your retirement. The Wall Street Journal Will a Biden presidency change your plans for…

The Ultimate Baby Bonds Aren’t What You Think

The ultimate Baby Bonds shouldn’t be composed of just stocks and bonds. How about also filling them with nutritious food? Baby Bonds are a noble idea, helping to decrease the startling wealth gap in our country between the rich and everyone else. According to Urban Wire: The racial wealth gap is the disparity in net…

It’s Not The End Of Your Retirement As You Know It

Am I going to lose all my money? I used to hear that question a lot, not so much anymore. Progress! A while back, we had a client meeting. It was during another one of our quarterly extinction-level financial events (heavy sarcasm).  I can’t recall what the crisis du jour was, but I remember what the…

It Can’t Go On Forever…..When Is My Retirement

The most important election EVER is only one day away. Except for all the other ones. Your retirement isn’t a four-year term in office. Start planning for the next several decades by reading this week’s terrific retirement links. Houston, we have a pension problem. A Wealth of Common Sense Retirement comes with some big surprises….

Don’t Be A Financial Monster

War is hell.- General William Sherman What’s worse – sometimes the good guys end up doing bad stuff. Hitler once stated, “To defeat Fascism, you need to act more like a Fascist.” The murderous tyrant had a point. In both World Wars, the United States resorted to violations of democratic principles more commonly seen from…

No One Listens Anymore…..When Is My Retirement?

The World Series has record-low T.V. ratings. While nobody seems to care about these games, the opposite is true for your retirement. Start paying attention by reading this week’s terrific links.   Ageism may ruin your retirement plans. ProPublica Is  The 4% Rule for retirement still valid? A Wealth Of Common Sense You’re never too…

Your Retirement Plan Isn’t A Democracy

Do you know the difference between strong and weak link systems? You better  – if you care about your retirement. Weak link strategies are positioned upon the strength of the last man on the totem pole. Think of soccer. Most games are very low-scoring affairs. Kicking the ball into the net involves several highly coordinated…

It’s A Mad World…..When Is My Retirement?

While watching the carnival show that’s become our political campaign season, keep something in mind. The people speaking to you possess tremendous healthcare, pensions, and retirement plans – You don’t. Fight the power by reading this week’s terrific retirement links. Don’t let politics ruin your retirement. A Wealth of Common Sense The most important asset…

Are You A Toxic Retirement Saver?

Health and wealth are the Siamese twins of a successful retirement plan. Is it possible to have too much of both? Maybe Excess exercise harms more than it helps. Toxic fitness cultures exemplify this. HUFFPOST provides a user guide to this sub-culture. Here are some items to look out for. The promotion of fitness for…