My Comments: With all the crap going on in Washington about repealing the ACA, it might be helpful to know (or maybe not) where we stand on the global stage when it comes to health care. A London based think tank created a Global Prosperity Index, and among their results is a ranking on health …
Continue reading The 16 countries with the world’s best healthcare systems
My Comments: There is talk in Washington that future Social Security benefits will be cut. How real this is I have no idea. But the fact it’s even talked about suggests the threat today is higher than before. I’m not talking about what might happen in 2035, but in 2017. If you are not yet …
Continue reading What To Do If Social Security Is Your Primary Source of Retirement Income
My Comments: 88% seems like an irrational number. Whether it is or not, and depending on how you want and expect your life to play out, the dollars you get from Social Security are likely to contribute greatly to your financial peace of mind and standard of living down the road. If you don’t make …
My Comments: These could be described as exciting times. Personally, I’d prefer a little less excitement. Patti Domm talks about comments made by a Bob Doll. Many years ago I met Bob when he was a senior player with a well known mutual fund company. He impressed me then and does today. You don’t reach …
Continue reading There are two Donald Trumps and two very different market outcomes
My Comments: My time these days is consumed by holding Social Security Benefits workshops and the resulting strategy sessions held with those who attend these workshops. I’m busier than I’ve been in a long time. What follows are the 5 points made by the author in the referenced article. Some you may already know about, …
Continue reading Don’t Make These 5 Social Security Mistakes
My Comments: A critical percentage of my monthly budget is covered by Social Security. You can argue that it shouldn’t have to be this way and you may be right. But for many millions of us, it IS this way. Society has come to rely on it, and with the way our republic has evolved, …
Happy Trick or Treat Day! For years, I’ve told my kids, my clients, and myself that life does not move in a straight line. There are going to be ups and there are going to be downs and some of them are going to happen when you least expect it. Life is what happens when …
Continue reading When Will The Great Stock Market Crash Begin?
My Comments: This comes from, of all places, the National Latino Council on Alcohol and Tobacco Prevention (nlcatp.org). It was written by their chief editor whose name I cannot find. As someone who professes to know the basics about retirement planning, having a good understanding about paying for medical care as your life plays out …
My Comments: The actual title that caused me to read this article follows my comments. Since man began gathering in tribes, society was to some extent defined by the jobs it’s members performed and how that justified their existence in their tribe. It’s just a lot more sophisticated these days. Jobs change over time; no …
My Comments: OK, I’m not a CPA and I’m talking about a tax matter. Please don’t call the FBI on me. If you have money in an account and it it got there before income taxes were applied to the money you earned, it’s known as a “qualified account”. Simply put, it “qualified” for special …
Continue reading Calculating Required Minimum Distributions From a Tax-Qualified Retirement Account
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