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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Sustainable Development: The Future of Investing
My Comments: Followers of this blog have seen the ideas expressed by Scott Minerd. I share them with you as I think they are important ideas, intended by me to help you better understand the role that money plays in your life. As I’ve expressed many times, we live in a society where having more …
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A Social Security Claiming Strategy to Consider
My Comments: Every choice when it comes to filing for Social Security benefits comes with trade-offs. Whether one works for you to a large extent is determined by how long you live, and for most of us, that’s the elephant in the room. But if you assume you and your spouse will live to a …
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Sinking Atlantic Coastline Meets Rapidly Rising Seas
My Comments: Our esteemed Governor, Rick Scott, has decreed that the phrase ‘climate change’ cannot be uttered by any state employee. OK. But it doesn’t change the reality that the planet is experiencing a warming trend that may or may not be influenced by advances in human activity. The reality is that for the foreseeable …
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10 Things You Must Know About Social Security
My Comments: Next month I start a new job; teaching folks about Social Security. Actually, it’s a function of my need to keep busy and an apparent ability to share 40 years of experience as a financial planner with people who need to know about this very important financial element of their lives. This article, …
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How to Trump-proof Your Portfolio
My Comments: This is not intended as a political statement. However, clients are asking me whether there are likely to be economic consequences, and therefore an impact on their investment portfolios, if Donald Trump wins the Presidency. These comments appeared in The Financial Times and may or may not apply to you. Gillian Tett – …
Five Truths Every Investor Needs to Know: #1
My Comments: This is the first of five “truths” that appear in a brochure published recently by Invesco, a global wealth management company with offices in over 20 countries, serving clients in more than 150 countries. As you consider your wealth, or lack of it, these ideas may serve to keep you grounded and making …
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Onward, Fellow Humans!
My Thoughts: This is not political, but these days it's hard to not have an intelligent conversation about life without it having political overtones. And as someone intimately involved with economics and finance, these thoughts by Joe Brewer resonate with me. It's about a five minute read. By Joe Brewer, April 21, 2016 The Pain …
Why Retirement Is a Flawed Concept
My Comments: Did you see the recent study that suggested continued part time work had a very positive effect on your health? My impression is that if you retire without a manifest new purpose in life, you are essentially sitting around waiting to die. I am aggressively filling my time with activities that reflect my …
Top 10 Phrases from Bank Lobbyists and their Translation
My Comments: On April 6, 2016, rules were introduced into the US financial system that will cause more of us to treat our clients better. At least that’s the plan. Wall Street firms have been resisting this change for years, and while the following Top 10 Reasons Why are tongue in cheek, there’s a whole …
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Helping Define Your Financial Future 