Posts Tagged ‘Retirees’

Stock Market Jitters? It’s Time to Analyze Your Risk

“If you take unacceptable risk, you have to be prepared to face the consequence.”- Carly Fiorina   The recent stock market drops are creating jitters for millions of investors.  With concerns around rising interest rates, trade policies and higher inflation now is the time to analyze your investment risk. Risk can be defined as possibility…

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Are You Making This IRA Mistake?

A man must be big enough to admit his mistakes, smart enough to profit from them, and strong enough to correct them- John C. Maxwell   The day has finally come. For some of you, it has been thirty-plus years at one job, and you are ready to enjoy retirement. For someone else, it may…

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Nike, Kaepernick & Retirement Planning

Nike, Kaepernick & Retirement Planning   Do it Now. Sometimes “Later” becomes “Never”. – Anonymous   On last week, just days before the start of the NFL’s 2018 season, Nike announced that Colin Kaepernick would be the face of the 30th anniversary “Just Do It” campaign. With Kaepernick still without a quarterback job and a collusion case against…

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Happy 20th Birthday to the Gift that is still Giving!

“The best things in life are tax free.” Joseph Bonkowski Do you remember much about the year 1998? 20 Years ago Bill Clinton was our President, the news cycle filled airtime talking about the Unabomber and Boyz II Men was topping the Billboard charts.  But 1998 also ushered in the new tax changes from the…

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Tiger Woods, PGA Championship and Your Retirement

“Ahhhhh Retirement…….Golf Today, Golf Tomorrow, Golf Tomorrow” Anonymous   Tiger Woods, PGA Championship and your Retirement Golf enthusiasts or fans of Tiger Woods, which I am part of the latter, are excited that it seems the Tiger Woods of 2008 is back.  Why 2008? 2008 was the last year that Tiger Woods won a major…

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“Fake News” about Social Security Benefits and How to Respond

Fake News about Social Security and How to Respond “By 2034, the funds of the Old-Age and Survivors Insurance (OASI) in the Social Security Trust fund will be depleted.”[1]   “Before Social Security existed, about half of America’s senior citizens lived in poverty” Bernie Sanders   On June 6, 2018, I received numerous calls from…

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Retirement Emergency & How to Fix It

                Retirement Emergency and How to Fix It “Eighty-three percent of African Americans over the age of 50 lack the retirement assets they need to last the remainder of their lifetimes.” Center for Global Policy Solutions, August 2015[1]   “You can be young without money, but you can’t…

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