My Comments: Do you ever notices those little signs on the gas pumps? The small notices that tell us 10% is actually not gasoline? Do you ever wonder why they are there? Me neither. Clean air, global warming, political deal making, the Paris Climate Agreement - who knew this stuff was so complicated? William O'Keefe …
Tag: Retirement planning
Maximize Your Medicare
My Comments: The ideological fight now gripping much of the country includes healthcare and whether it’s a privilege or a right. It is moving rapidly into the arena of a ‘right’ as opposed to a ‘privilege’. Some of this is driven by demographics; the number of people qualifying for Medicare is growing daily. Some of …
This Is Not How A Bear Market Starts
My Comments: Today is Memorial Day, and the markets are closed in this country. It’s a day for us to instead remember those of us who gave their lives that we might continue with ours. Pray that fewer lives will be given in the years to come. The following comes from someone whose name I …
Demographics and Money
My Comments: If you are in pretty good health today, chances are you’re going to live into your 90’s. Which begs the next question: “How are you going to pay for food, shelter, medical care, etc.”? This is a global conundrum, brought about by medical advances and a reluctance on the part of people like …
Long-Term Care Options
My Comments: Dr. Gloom here again. I suppose there is value in denial. At least I hope so. However, aging gracefully is not easy. When getting up in the morning is a struggle and you can’t remember if you’ve brushed your teeth, there may be a looming bump in the road. Couple that with both …
Re-Negotiate NAFTA?
My Comments: The North American Free Trade Agreement was passed by Congress on 11/30/1994. It was approved by 34 Republicans and 27 Democrats. It’s purpose was to increase trade across North America without creating a single currency among the three countries involved. 22 years later, industries specific to each country have evolved to reflect strengths …
Social Security Rules
My Comments: For millions of us, Social Security is critical for keeping our heads above water. If you are just now entering the transition to retirement, what you read here is basic information you need to be aware of. Wendy Connick / May 12, 2017 Calculating your Social Security benefits can get...complicated. It's not just …
Asset Allocation Strategies That Work
My Comments: It’s not easy to make your money grow. And to make sure once it’s grown, it doesn’t disappear. A long time truth involves a principal called asset allocation. It means spreading your money across different styles and kinds of assets. Some will always work better than others, not just when going up, but …
What Is The World Coming To?
My Comments: What’s your poison? Politics? Money? Entertainment? Sports? Religion? Well, this post is about economics and finance. Some of you will run and hide. That’s OK. It comes from Guggenheim Investments and is a quick and dirty look at the next few months... With spreads tight in high-yield corporate bonds, loans, structured credit, and …
The Four Phases of Retirement
My Comments: Phases, paths, Journeys, stages? What’s your preference? I guess we retirement planners are always looking for a way to simplify what is almost always a complicated and sometimes tortuous phase/path/journey on our trip into the sunset. Let me know if you find any more. Leon C. LaBrecque, CFP®, CFA, CPA \ May 2, …
Helping Define Your Financial Future 