Posts Tagged ‘#RetireWell’
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…
Read MoreThree Investment Lessons from Diane Black and Randy Boyd
“You learn more from losing than winning…..” Morgan Wootten On Thursday August 2, 2018, residents of my state in Tennessee decided who will become the Democratic and Republican nominees for governor, U.S. Senate and a host of state legislative contests. Arguably the most watched contest of this election cycle was the coveted Republican and…
Read More“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…
Read MoreRetirement 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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