Anthony Isola

It’s Thanksgiving Week Again….. When Is My Retirement?

It’s time to be thankful that there’s still time to plan for your retirement. Start by reading this week’s links. Why do women live longer than men? MarketWatch Here is a terrific HSA plan. Morningstar Automatic transfers of small 401(k) balances are about to become reality. Wall Street Journal Are retiree health care costs overblown?…

Don’t Avoid a Difficult Retirement Plan

Investors are often ambushed in the perceived safety of their comfort zones. Growth and fulfillment don’t show up on the set of Ground Hog’s Day. Welcome to the world of difficult-easy —  where stuff that feels hard doesn’t get you anywhere (for example, getting up early and working late at a low paying dead end…

It’s Monday Again…..When Is My Retirement?

Retirement planning is a compass, not a map. Let this week’s links help guide you in the right direction. It’s amazing what small yearly retirement contributions can make. A Wealth of Common Sense An expensive house can ruin your retirement. Financial Samurai Sometimes it doesn’t make sense to put money in your 401(k). The Wall Street…

The World’s Greatest Man-Made Catastrophe

Unintended consequences pose the greatest threat to our survival.  A century ago, on the 11th day of the 11th month at the 11th hour, the war to end all wars mercifully ended. In a satanic twist, thousands of combatants were killed that final day. The world never saw anything like it. Few realized what was to…

Seven Ways To Finance Your Advisors Retirement

Are you getting ripped off in your retirement account? Unscrupulous financial salespeople charge egregious fees for inappropriate investments. This problem is systemic and costs investors billions in unnecessary annual fees. What should you be on the lookout for? Read my post for Jonathan Clement’s popular HumbleDollar blog and find out. If your current advisor is guilty of…

The Kids Will Be Alright

Dina here… “I’m mad at myself for wasting time,” he said.  “Nine whole years have passed that I won’t get back, and I did nothing!” I suppressed a laugh, but I was not making fun; I was astonished. I’ve heard this many, many times but this guy was different.  He was 25 years old, lamenting…

Compounding Knowledge – November’s College Planning Links

Elections and college planning have some similarities. Choosing the right strategy or candidate for a two/four-year cycle is important in both cases. Vote for someone who safeguards your values. Plan for college to protect your wallet. Start by reading this month’s links.   How to use a 529 plan to pay K-12 private school tuition….

Don’t Let the Incitement Industry Ruin Your Retirement

Everybody needs a non-financial retirement plan.  Income projections and portfolio allocations have little value if you don’t plan to manage your most valuable asset – TIME.  Many people retire without any idea how to spend this most precious commodity. Things start off on the wrong foot with the dreaded retirement party. According to Michelle Pannor Silver,…

It’s Monday Again…..When Is My Retirement?

Election day is this week. If you think your vote will influence the long-term returns of your retirement portfolio… You better think again. Here are this week’s terrific links.     Are people going to0 far to save money by purchasing expired meat? The Wall Street Journal 401k, 403b, and IRA contributions limits for 2019. The…

NFL Finance 102

Protecting the vulnerable from financial predators is our North Star. In spite of their physical strength, NFL athletes aren’t immune to this financial virus.  Our favorite NFL punter, Jeff Locke, has returned to give his unique take on the subject. Jeff watched Josh Brown’s video with David Byrne of Bright Lights. David is a former FINRA…