“For every minute spent organizing, an hour is earned.” – Ben Franklin Have you ever put on an old pair of jeans and found a wadded up $5 bill in the pocket? That is a pretty… Read More
Maximize Social Security AND Have A Tax Efficient Retirement and Vodka Arbitrage – Finger Financial Five #50
“The hardest thing to understand in the world is the income tax.” – Albert Einstein How can you be tax efficient in retirement and make the most of Social Security? What if you want to retire… Read More
Financially, Here Are Some Things You Can Control & Some You Can’t – Finger Financial Five #49
“Dream with your eyes open.” – T.E. Lawrence What do John Wooden and the movie “Where the Red Fern Grows” have in common and how does that relate to financial planning? Legendary UCLA Basketball coach, John… Read More
Saving For Retirement, Getting To Retirement, and Staying Retired Is Like A Swim, Bike, Run! – Finger Financial Five (IRONMAN FINISHER) #48
“The journey of 1000 miles begins with one step.” – Lao-Tzu I completed my first Ironman on September 18th in Cambridge, Maryland. There are three parts: swim, bike, and run. I noticed a parallel to our… Read More
What Is Your Most Valuable Resource, The SECURE ACT 2.0 & How It Can Affect Your Retirement – Finger Financial Five #47
“Time is what we want most, but what we use worst.” – William Penn What is always moving and can never be gotten back? Time. It is our most valuable resource. When I pay for… Read More
How Can Stress Affect Your Retirement Decisions? – Finger Financial Five #46
“Never discourage anyone who continually makes progress, no matter how slow.” – Plato Good times can cover up mistakes people are making just as stressful times can turn small problems into a large one. Let me… Read More
What Is The Most Important Date In Retirement? And What Is A Savers Credit? – Finger Financial Five #45
“Looking deeper, we could say that the real cause of suffering is not being able to tolerate the uncertainty.” – Pema Chodron Do you know when you are going to die? If you did, you could… Read More
Being Prepared To Jump Into Retirement – Finger Financial Five #44
“Life, if well lived, is long enough.” – Seneca The typical retirement couple goes like this: save in 401k or IRA, live within means, sell house up North and move down South to the Myrtle Beach… Read More
Stock Market Valuations, COVID, and What Is Important To You – Finger Financial Five #43
“When everything is uncertain, everything that is important becomes clear.” – Unknown Stock market valuations, delta variants, reduced government stimulus, and inflation are just some of the worries investors have right now. For your viewing… Read More
Steps You Can Take To Prevent Hackers From Taking Your Money – Finger Financial Five #42
“An ounce of prevention is worth a pound of cure.” – Ben Franklin About 22 years ago, someone broke into my wife’s car and stole her purse. They took her checkbook, wrote fraudulent checks and… Read More
