My Comments: You may not need a reason to keep working. But more and more of us are choosing to remain employed. Modern medicine has conspired to keep us healthy, and boredom is an ugly threat. If you have great ways to spend your time and enough money to avoid running out if you live …
Tag: financial planner
What You Should Know About Medicare Enrollment
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 …
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6 Steps to Retire When You Want
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, …
The Biggest Losers in Trump’s Potential Trade War
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 …
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Our life in three stages – school, work, retirement – will not survive much longer
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, …
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Trade Is Not the Driver of Major Job Loss
My Comments: This chart shows the decline, in relative terms, of the number of people who define the US labor force over the past 30 years. Without population growth, it's very hard to maintain economic strength. So I find myself strangely untroubled by President Bannon, the avowed Leninist now more or less running the White …
3 Medicare Myths – Debunked!
My Comments: Today is Tuesday and I normally post something about Social Security. But health issues in retirement are a major concern for many of us. So paying for timely and necessary medical help becomes another critical issue. While it might be necessary to tweak the system from time to time, the headlines coming out …
Maintain a Level Playground
My Comments: This is about a soon to be imposed rule that applies to those of us who provide professional advice about the money you are accumulating for your retirement. It’s called the Department of Labor Fiduciary Standard rule and it’s long overdue. As a financial planner, my role is to identify the existential threats …
America’s Rise of Nationalism Has It Barreling Towards a Crisis
My Comments: The past 70 years have seen a remarkable transformation from what was essentially a sophisticated tribal approach to security for a given group of people, to one that begins to recognize we are one planet and all of us, to some degree, are intricately connected as we attempt to survive and thrive as …
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How To Maximize Your Social Security Benefits
My Comments: Sometimes simple is better, much better. I found these words recently and am sharing them here since so many people are now making the transition to retirement. It’s a stressful time for a lot of reasons and the more you understand the financial dynamics involved, the less stressed out you’ll be. January 11, …
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Helping Define Your Financial Future 