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Retirement: Life’s Most Expensive Purchase

By |2017-02-23T09:00:55+00:00February 23, 2017|Retirement Income Planning|

“Retirement: Life's Most Expensive Purchase”   As thousands transition into retirement, wouldn’t it be nice to know what the costs are going to be . . . ahead of time? This article from ThinkAdvisor discusses a Merrill Lynch/Age Wave study that reports: the average cost of retirement is 2.5 times that of the average house! Retirement is the most expensive purchase most people will make, yet many Americans are under-funding their retirement, according to a new study from Merrill Lynch and Age Wave. The study, Finances in Retirement: [...]

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Better Call Saul!

By |2017-02-15T09:00:37+00:00February 15, 2017|Uncategorized|

“Better Call Saul!”   On January 20, 2008, AMC debuted a promising new drama called Breaking Bad. The series chronicled the highs and lows of high-school chemistry teacher Walter White, who was diagnosed with terminal lung cancer and put his knowledge to work opening a meth lab to secure his family’s financial future. Millions of viewers became addicted to White’s exploits as he plunged deeper and deeper into a life of crime, breathlessly watching him juggle relationships with his DEA-agent brother-in-law, arms dealers, cartel soldiers, and [...]

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“Step Away From That Soda, Sir…”

By |2017-02-03T09:00:02+00:00February 3, 2017|Tax Planning|

"Step Away From That Soda, Sir..."   Last year, the Philadelphia City Council slapped a 1.5 cent-per-ounce tax on soda and artificially-sweetened drinks. The new tax, which became effective on January 1, sounds like something intended to fight obesity, diabetes, and other public health threats. Council actually designed it to finance universal pre-kindergarten for Philadelphia schoolchildren and pay for local development projects. However, like many taxes — especially so-called "Pigovian" taxes on market activities that impose societal costs (like smoking and drinking) — the soda tax [...]

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“Hamilton” Tickets – Part of an Alleged Ponzi Scheme

By |2017-02-01T09:00:00+00:00February 1, 2017|Retirement Income Planning|

"Hamilton" Tickets - Part of an Alleged Ponzi Scheme   In my Retirement Planning courses, there is a section in which we discuss priorities for the money. One of those priorities is "Preservation". It's usually taken to mean a method for preserving the asset over one's lifetime, or 2 lifetimes, as the case may be. However, my biggest concern for people is HANGING ON to the asset itself. There are so many cases where investors have been defrauded or received bad/poor advice. Today's examples just came [...]

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