Great news here in the office! The new orchid is blooming, so I thought I'd share the 12 best US cities for retirement. Click the link to check it out!
https://www.thinkadvisor.com/2020/09/16/12-best-u-s-cities-for-retirement-2020/
I tend to look at the bright side of things in our world, introducing thought and logical thinking rather than panic buying/selling and quick reactions. And while the market and economy ARE doing better than you're made to believe, we still have a ways to go:
"We don't think we get back to the level of real GDP we saw in late 2019 until late 2021. And that's really not a full recovery because, in the absence of COVID-19, the economy would have grown 2% or more, per year, in the interim. If we define a "full recovery" as getting back to an unemployment rate at or below 4.0%, we'll probably have to wait until 2023. "
Click the link for the full article!
FTPORTFOLIOS.COM
www.ftportfolios.com
I found this blog by Ryan Holiday, author of The Obstacle is the Way, to be inspiring in this day and age. Here's a quote to get things started:
"That’s an idea I’ve loved from Seneca. He points out that taxes are not just levied on income. They are just the financial form. There are many forms of taxes in life. You can argue with them, you can go to great—but ultimately futile—lengths to evade them, or you can simply pay them and enjoy the fruits of what you get to keep."
RYANHOLIDAY.NET
It Costs What It Costs - RyanHoliday.net
The attached pdf is especially important for those of you that enjoy investing through Robinhood, TD Ameritrade, etc. Sound investment advice, strategies for trading and more. Click the link to download it or ask me for a copy!
"I am writing as a professional investor, one who has enjoyed a certain degree of success as an investment counselor over the past half-century—and who wishes to share with others the lessons learned during this time." — Sir John Templeton
FRANKLINTEMPLETON.COM
www.franklintempleton.com
This just in: It's not just your coworkers giving you a headache!
STARTHEALTHY.COM
Digital Headache Remedies
🍺🍷(Virtual) First Friday Event!🍷🍺 - https://mailchi.mp/61d578d2a89e/firstfridayseptember
It's a little overcast today and my little ones are under the weather. I thought a quick recipe for tonight was appropriate. This is a great one, but I typically add a little spice to mine to clear out the sinuses a bit. Just make sure you do that after serving the kids!
STARTHEALTHY.COM
Thai Chicken Noodle Soup
📢 First Friday Event - TOMORROW! - https://mailchi.mp/bc583306c982/firstfridayoctober2020b
It always seems like a tragedy when you change your habits, especially in regard to food. I'm a carb-loading, sugar loving man, but this month I've made some positive strides towards a healthier body. This recipe sounds ridiculous (cabbage?!?) but it was, hands down, amazing. Even my wife said so! And the parents. And neighbors. Try it out!
KETO-MOJO.COM
Recipe: Keto Chicken Enchiladas with Cabbage Leaves | KETO-MOJO
📢 SPECIAL GUEST SPEAKER - First Friday Event! - https://mailchi.mp/23ddbc1d787a/firstfridayoctober2020a
With Trump's tax returns in the news, I thought a brief article on tax avoidance vs. tax evasion was appropriate. Do you write things off to reduce your taxes, too?
ADVISORPERSPECTIVES.COM
www.advisorperspectives.com
You're Invited!
We're doing a webinar next week called Living a Life of Legacy featuring Rabbi Daniel Cohen.
Rabbi Cohen’s engaging and captivating style draws on timeless stories and strategies enabling listeners from all walks of life to maximize every moment while leading a life of impact and legacy. His personal experience as a Rabbi, sharing hundreds of life-affirming moments, combined with his humor and humanity provide him with a compelling narrative and navigational guide for your life.
Click the link below to register for the event next Tuesday, December 1st at 1:00pm.
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
SITE.ASSETMARK.COM
site.assetmark.com
This isn't an exact quote, but I was listening to Quincy Krosby, Chief Market Strategist of Prudential Financial a moment ago, and she had a great line that she learned on the trading floor many years ago:
Invest in the market we have today, not the market you'd like to have in the future.
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
For many of us this election has been stressful. What happens next with a Divided House? How do Biden, Democrats and Republicans move forward and what does it mean for the economy and the world?
The link below leads to an insightful piece that summarizes what we can expect in the coming months.
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
FTPORTFOLIOS.COM
www.ftportfolios.com
The economy is ramping back up, but it will likely be years until we have a full economic recovery. In the interim, many are wondering about their pensions pre and post retirement. Here's an article that outlines many of the options you might have. Going one step further:
How liquid is it?
What happens if the company goes bankrupt?
What if you don't need the income?
What happens if you require an assisted living facility?
Don't be afraid to ask questions and talk to a financial planner.
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
MARKETWATCH.COM
Should I take a $1,913-a-month pension or a $445,000 lump sum?
📢 First Friday Event - This Friday via Zoom! - https://mailchi.mp/ad797aec38c8/firstfridaynovember2020
I thought this one was appropriate given all of the layoffs, furloughs and business bankruptcies that have happened as a result of the shutdown. Food for thought:
“When you leave your job and you have a 401(k) plan which is administered by your employer, you have the default option of doing nothing and continuing to manage the money as you had been doing previously,” says Steven Jon Kaplan, CEO, True Contrarian Investments LLC, Kearny, N.J. “However, this is usually not a good idea, because these plans have very limited choices as compared with the IRA offerings available with most brokers.”
#financialplanningventura #swanretirementplanning #401k #pension
INVESTOPEDIA.COM
What Happens to a 401(k) After You Leave Your Job?
"...compared to 72% of men." Sounds to me like everyone needs a little help.
Thankfully, "Unlike men, who are notoriously reluctant to ask for directions when lost, many women know what they don’t know, and the survey found that more women are willing to seek help creating a financial road map."
I'm hosting a webinar a few weeks from now called Women's Retirement Roadmap. Message me if you're interested!
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
INVESTMENTNEWS.COM
89% of women failed retirement literacy quiz: Study
📢 First Friday Event - Guest Speaker at 4:00pm! - https://mailchi.mp/53c9ecc1543b/firstfridayfebruary2021
Baby steps and rewards are the key for me and better habits. If you're looking for a few ways to make those 2021 goals or new habits easier, read below! I can say from personal experience, thanks to my business coach Kat Lessin, that these WORK!
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
RYANHOLIDAY.NET
The Secret to Better Habits in 2021 - RyanHoliday.net
📢 First Friday Event - This Friday via Zoom! - https://mailchi.mp/beb9b16dab53/firstfridayjanuary2021
Whenever I hear my kids arguing or getting upset, I do my best to tell them to relax. In the evenings, though, it's my wife that tries to wind down, typically with a cup of fragrant tea. If you've ever wondered what the difference is between dirty water and amazing tea, here's a perfect article for you. And relax, 2020 is over!
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
STARTHEALTHY.COM
A Mighty Sip
Sustainability is here to stay, and the returns have been beating expectations! Click below to take a look at the report from Blackrock and tune in this Friday for my First Friday series via Zoom with a focus on ESG investing!
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura
BLACKROCK.COM
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