My Comments: This falls into a ‘did you know’ category. You'll find an explanation of the term ‘fiduciary’ in paragraph four below. Many of my followers are employed by universities and colleges, cities and counties, and other not-for-profit organizations across the country including churches. If this is you, then you may have money in a …
Continue reading Have You Heard About The New Fiduciary Rule?
My Comments: I found this several months ago and found it again this morning. It’s still very relevant. As someone who attempts to help people make the transition from working for money, to retirement when the goal is money working for you, a big challenge is dealing with expectations. Many advisors have spent the last …
Continue reading Coming Soon: The Worst Investing Returns In 30 Years
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 …
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 …
Continue reading America’s Rise of Nationalism Has It Barreling Towards a Crisis
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, …
Continue reading How To Maximize Your Social Security Benefits
My Comments: Well, today is Monday. I wonder what the markets will do today. This appeared last Thursday, from a highly respected economist whose thoughts I value. I’ve been keeping my money, and that of others for the past few months, in cash. My assumption has been that we are overdue for a correction of …
Continue reading The Trump effect has rallied US markets – but it’s based on illusion
My Comments: The subtitle to this was 2 Reasons Why Health Care Costs So Much. Couple this with my blog post from yesterday and it seems appropriate to follow up with an article that might help explain why we pay so much for health care in exchange for relatively poor outcomes compared with much of …
Continue reading The Rising Cost of Health Care and Its Causes
My Comments: I was drawn to this article by the title: The History of Britain in 11 Wacky Maps. (I see only 8 maps…?) As an anglophile, with 70 plus years of experience with maps of England, I was intrigued. I’ll not try to replicate all the text and the images in this post. Instead …
My Comments: With all the crap going on in Washington about repealing the ACA, it might be helpful to know (or maybe not) where we stand on the global stage when it comes to health care. A London based think tank created a Global Prosperity Index, and among their results is a ranking on health …
Continue reading The 16 countries with the world’s best healthcare systems
My Comments: There is a lot of talk these days about the Trump administration wreaking havoc with something that has become synonymous with retirement for many millions of Americans. But I have my doubts since those same millions also vote and are unlikely to sit by idly if their benefits are threatened. Yes, you have …
Continue reading 5 Totally Free Ways to Get Ready for Retirement Using the Social Security Website
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