My Comments: Medicare, along with a Medicare supplemental policy, is, for many millions of Americans, a critical element in their lives. I know it is in mine and that of my wife. As longevity raises its sometimes ugly head, the ability to seek professional health care when the need arises, without having to worry about …
Continue reading What You Should Know About Medicare Enrollment
My Comments: China First! Are you OK with China leading the world through the 21st Century? While I have issues with the politics of Steve Forbes, I have no issues with the credibility of Forbes Magazine, who published this article by Winter Nie. Now that Trump has ceded global economic leadership to China, it’s important …
My Comments: Readers of my posts have seen me comment before on the proposed Department of Labor Fiduciary Rule that is scheduled to be implemented this coming April. It’s directed toward anyone providing investment advice related to retirement accounts (with one major exception!). The rule says that anyone providing such advice must adhere to a …
My Comments: For some, retirement will be bliss. For others, not so much. WHEN you retire, and HOW you retire, will have a lot to do with WHAT will happen. Jane Bennett Clark, Senior Editor, Kiplinger's Personal Finance, Feb 2017 For some, the idea of retiring early is a dream nurtured over decades. For others, …
My Comments: Lost in the partisan immigration rhetoric is the growing need for more doctors in this country. The economic divide between urban and rural America closely aligns itself with who you voted for in the last election. If you live in rural America, you tend to make less money, have weaker health care options, …
My Comments: Yesterday, I decided it was time to think about moving my clients out of cash and back into the markets. At least with some of their money. Now, once again, I’m not so sure. If you are retired, or about to be retired, and have the ability to control the investments made inside …
Continue reading Opinion: This Market Bubble is About to Burst
My Comments: Some of the folks who attend my workshops on SS benefits planning reveal that they have virtually no other resources to fund their retirement. That’s a challenge, especially for those whose lives were spent in physical labor of some kind and simply can’t continue working that way. There is real pain in their …
Continue reading How to Have a Comfortable Retirement on Social Security Alone
My Comments: A phrase I’m known to use from time to time is that ‘life in this country is better with more money than it is with less money.” While this might seem too obvious for you, there are many people whose efforts to have more money have fallen flat. Here’s a few ideas that …
Continue reading Investment Strategies for Your Retirement Accounts
My Comments: It’s been hard to tell if the mistakes coming out of the White House are simply the result of the learning curve necessary to be competent or whether it’s the result of overt incompetence. But I do think it’s increasingly clear that Donald Trump is in over his head. The person most likely …
Continue reading The Biggest Losers in Trump’s Potential Trade War
My Comments: We are now starting a periodic review of the basic assumptions about how our lives should be governed, and a review of the fundamental values that define our society. It’s probably overdue, and while I disagree with the tactics so far used to push the doors open to let in a different light, …
Continue reading Our life in three stages – school, work, retirement – will not survive much longer
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