What Is Retirement Coaching?

My Comments: My life in retirement is focused on helping others create an effective plan for their future retirement. To that end I’ve created an online school with courses that I’m marketing to employers as a way to help motivate their employees to think ahead. The author of the following has built an interesting website …

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15 Social Security “things” You Can Do Online

My Comments: I don’t care if you are in your 20’s or late 80’s, this is good information. If you can’t get online for some reason, find someone who can get online and help you explore what the author has to say. I'm hoping there's something here you can take advantage of. That is, unless …

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Here’s a list of recession signals that are flashing red

My Comments: As I write this on Monday, Sep 2, I suddenly realized I’d not heard a word out of the White House about how great the economy was compared to when Barack Obama was in the White House. I guess it’s all taken a back seat to the Labor Day weekend and, for me …

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World Trade Is Not A Zero-Sum Game

My Comments: I’ve long since concluded that many economic decisions and trade policies espoused and implemented by the current administration are foolish at best and potentially disastrous. I have no idea who they are supposed to benefit. I minored in economics in college and have been professionally involved in the money business most of my …

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Social Security And The COLA for 2020

Social Security was signed into law by President Roosevelt on August 14, 1935. It’s since become an ubiquitous part of the financial lives of virtually every American. COLAs, or Cost of Living Adjustments, started in 1950. But it wasn’t until 1972 that legislation provided that starting in 1975, automatic cost of living adjustments became normal. …

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Where Are The Markets Likely To Go From Here?

Money, and having enough coming in every month to pay our bills is critical to our sense of well being. Right now there’s a lot of turmoil and confusion across the global economic spectrum and many of us are getting anxious about how this is all going to play out. What follows is yet another …

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Top Ten Trusts – 7 thru 10

Please note: I AM NOT AN ATTORNEY. DO NOT RELY ON ME FOR LEGAL ADVICE! This is the last installment of Top Ten Trusts. And a reminder there are dozens more than ten but these are the ones I've talked about with attorneys who have advised my clients over the years. Some of these trusts …

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