Hopefully, if you are 85 and still working it’s because you want to. If not it might be a good idea to read this week’s retirement links. There are 225,000 85-year-olds still working. Washington Post Retirement investors are behaving a little better. Wall Street Journal Singles have unique retirement needs. CNBC People are not increasing…
Learning from the Masters
Photo by Pixabay on Pexels.com I had the pleasure of attending the EBI West last week, a conference for financial advisors on evidenced-based investing. There were many distinguished speakers from the financial industry with interesting perspectives, but the content the “outsiders” to the industry brought was refreshing and enlightening; especially one who spoke about ancient Greek philosophy. …
Compounding Knowledge-Our Monthly College Planning Links
Plan for college or your kids will become part of someone else’s plan. Start by reading this month’s links. College tours can be expensive. Here’s how to save $$. Wall Street Journal Student debt can really mess with your mind. MarketWatch Some great ways to head off student debt. CNBC Will 529 plan benefits be expanded?…
California Dreaming
Can you imagine a world filled with simple investment choices and fiduciary advisors? Reality bites. Last week, we sponsored the BEST investment conference of the year – EBI West. Many of us participated in panel discussions. The title of my panel: Finding New Products: Matching Goals With Opportunities Clients are increasingly savvy, curious and vocal. How do…
It’s Monday Again…..When Is My Retirement?
INSIDE OUTSIDE I wish I was back at EBI West sitting on a panel. Outside its clear skies, 75 degrees with no humidity. Back to helping people retire with dignity. Here are this week’s July 4th links. Social Security benefits lost 34% of their buying power since 2000. InvestmentNews Inherited IRA’s can be…
It’s Sunday Again…..When Is My Retirement
Dina and I will both be in California next week at the most talked about Investment Conference of the year- EBI West. We will both be speaking on panels with some amazing people. Check this out. Here are this weeks retirement links. Stay tuned for Facebook updates. Please like my page and stay in…
The Misery Index
My senior year of college wasn’t filled with the dread that some of my classmates seemed to carry. All the “countdown” parties went on without me; I didn’t feel the need to squeeze the last bit of juice out of my carefree days as a student. I was itching to get on with it; the…
The Two-Room Financial Plan
People own too much home; not to mention unnecessary investments. According to Shawn Langlois of MarketWatch, “From 1978 through 2015, the median size of the single-family home increased every year until it peaked at 2,467 square feet, according to the U.S. Census Bureau.” It wouldn’t be so bad if people used ALL the rooms in…
It’s Monday Again…..When Is My Retirement?
Not having enough money for food when you retire is not an ideal way to lose weight. Save and plan and you might be able to hire a personal chef. We hope you had a Happy Father’s Day!! If we are what we eat, retirees are in trouble. MarketWatch There is no substitute for personal…
Values Aren’t Hobbies
“If you don’t stick to your values when they are being tested, they’re not values: they’re hobbies.” Jon Stewart Investors have a clear choice on who manages their money. They can choose this: “Merrill Lynch may reverse a ban on commissions in retirement accounts the firm manages, marking a potentially significant retreat for a leading…
Learn More
The Retirement Pyramid
Listen to Our Podcast
