You’ll Never Get ‘There’ When It Comes To Your Finances

My Comments: It really helps to sometimes see life from 50,000 feet. This article does that for me. We get caught up in the crisis of the moment, which happens all the time. And depending on our age, we focus on what we need to do today. My focus is helping people create a worry …

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Investor Fears Mount as FTSE Reaches Near-Record Highs

My Comments: I’m trying very hard to avoid “irrational pessimism”, the polar opposite of “irrational exuberance”. But at my age, if things go downhill in a hurry, I’m going to be toast. Many of my clients over the years had parents that grew up in a family that was killed economically in the Great Depression …

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Will Trumpism Outlive Trump?

My Comments: Before you criticize me for posting what appears to be a political comment, consider what I think is the takeaway phrase from the following dialog: “Trump doesn’t matter, Trump’s voters do”. There’s a reason there are so many pissed off people on both sides of the Atlantic. And unless and until our elected …

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How Much Will I Get From Social Security?

My Comments: Next month I start a series of workshops about Social Security. I’m somewhat fearful since this past weekend, I had questions from a couple of folks and while I thought I knew the answer, I wasn’t sure. One solution is to have you become a free member of an organization called the American …

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Social Security Mistakes That Can Be Fixed

My Comments: With so many of us soon to retire, and the not so obvious complexity of Social Security, there comes a time for many when decisions made ask for a redo. Some are possible and this short article describes some of them. If you have yet to claim benefits or are less than 12 …

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Put Your Retirement Plan on Steroids

My Comments: First, this assumes you have a retirement plan and that you have tried to answer the question “How Much Is Enough?”. Second, your answer to this question is still open to debate. And three, you actually have earned income that needs to be reported. In a perfect world, we would have a way …

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The 3 Stages of Retirement

My Comments: I recently wrote about where we are now in the overall market cycle and the likely chance of a major disruption that will effect your financial future. My post was titled “Are We There Yet?” Most of us have visions of a successful retirement. Of course, “success” is dependent on your life today, …

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