My Comments: A critical element when it comes to planning for retirement is ‘where do you want to live?’ with the emphasis on ‘WHERE…’. And it’s not only ‘where on the planet’ but ‘what kind structure’, ie a house, an apartment, an RV, or something in between. And after that, do you own or rent? …
Continue reading Housing Bubble #2 Is Bursting… How Low Will It Go?
HSAs can help cut your healthcare costs but there are hundreds of options. Here's how to find one that's best for you My Comments: This is the third of six blog posts about Health Savings Accounts and how for some people they can be used to help pay bills in retirement. And since retirement is …
In the wealth management fun house, how can average investors find somebody who will really work on their behalf? My Comments: My re-posting this article from Bob Veres reflects my cynical history with the investment advisory world that I’ve been a part of for over 30 years. It’s especially relevant in today’s world of financial …
My Comments: Last Friday I introduced the idea of a Health Savings Account or an HSA. For the rest of this week, I’m going to add to your understanding of this potentially useful financial device and it’s favorable tax consequences. The words that follow here may not apply if you are about to sign up …
My Comments: While reading the Gainesville Sun this morning and enjoying my cup of strong coffee, I saw an article by Richard K. Scher. He argues that trumps power grabs must be stopped. Apart from the fact that I strongly agree with Dr. Scher, I read it because he and I knew each other years …
Continue reading ‘You’re fired!’ America has already terminated Trump
My Comments: HSA is an acronym for Health Savings Accounts. They came into being in 2003 as part of the Medicare Prescription Drug, Improvement, and Modernization Act. They are defined for tax purposes under Section 223 of the IRS Code. With increasing attention on the millions of Americans who will soon retire, and their general …
My Comments: While I had some reservations about the Trans Pacific Partnership (TPP), I agreed with it in principal and was encouraged when the Obama administration signed on last December. Then along came the ultimate deal maker and we withdrew from the agreement. In my opinion, more than anything imaginable, that withdrawal effectively ceded global …
Continue reading The TPP is up and running without us, and we’re losing out on its opportunities
My Comments: As someone with more years under my belt that I like to think about, dealing with the potential costs of long term care is never far from my mind. We all know that sooner or later the light will go out, but none of can be sure it will go out quickly. And …
Continue reading 5 Long-Term Care Stats That Will Blow You Away
My Comments: No comments from me this time. I think 55 things to think about are more than enough. There's probably a 56th, but I have no idea what it could be. Good luck! Well, as luck would have it, I just thought of something. There is likely to be some movement in Congress soon …
My Comments: Virtually everyone I speak with about about their future retirement knows they need to pay attention at some point. But it’s normal not to worry too hard about something that’s not going to happen to you for several years into the future. In my online courses about retirement planning I make this observation. …
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