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Thirteen years ago, in what is an ongoing effort to explain and simplify concepts in investing, I wrote a column titled Rules of the Road. In it, I list four simple rules that everyone needs to adhere to an order to become successful investors. They are as follows… #1. Compounding is the royal road to […]
I am starting to realize that the years are starting to add up. One of the first signs was when I started using the vernacular decades ago to date certain points in my career rather than years ago. My eyesight is starting to wane. However, the most annoying age-related issue that I am whining about […]
NOVEMBER 2018 In the 1985 film Cocoon, alien life makes its way to earth and provides a way for residents in a retirement home in St. Petersburg, Florida to be rejuvenated and young again. We have relentlessly warned our clients, listeners and readers over the years about the impending financial issues facing Social Security, pensions and retirement […]
OCTOBER 2018 “Insurance is something you buy in case bad s__t happens.” Chris Rock Nobody wants to think about bad things happening to themselves or loved ones. However, we are naïve and irresponsible to pretend that they cannot. Having watched too many family members end up in elder care facilities and witnessing what that entails plus the […]
OCTOBER 2018 A recent survey of American adults showed that two-thirds are quite concerned about having enough money saved for retirement by their desired retirement age based upon their current rate of savings. Americans have an average of $84,000 saved for retirement, and about a third have less than $5,000 socked away. This is not surprising, […]
APRIL 2018 It is not a matter of if. It is a matter of when. Fire up the Flux Capacitor and the DeLorean, we are going on a trip. Warning this trip might be very uncomfortable for many. It could bring back memories of strife, anxiety and possibly remind us of some really regretful choices we had made […]
