Demographic Trends

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Retirement

Let’s Stiff the Government Together

I’m downright fanatical about lowering my tax bill. In my youth, I would quite literally skip meals so I could scrounge up the cash to max out my 401(k) plan

Retirement

How to Stretch Your Retirement Dollars

One thing I’ve enjoyed over my many years is overseas travel. I’ve been able to satisfy my attraction to very different foreign cultures. At the same time, I’ve taken advantage

Retirement

Here’s to Last-Minute Tax Moves

It’s almost tax filing deadline day. Pop the balloons and streamers, right? But, really, it’s almost here. The federal income tax filing deadline this year is less than two weeks

Retirement

Wasting Away Again in Margaritaville

I grew up around the Gulf Coast and spent a fair amount of my childhood on the water and the beach. I can handle a power boat, I can sail,

Health Care

It’s Time to Shatter the Stones

I’m sorry, but I don’t have a healthcare problem. I have a concierge doctor at a fixed annual fee, with free visits and discounts on blood tests and other things

Demographic Trends

American Kids Can Do More than Sing and Dunk

I like music, but it’s probably more accurate to say that I like songs. The difference is obvious when my wife and I roll down the street listening to the

Retirement

Why Income Matters

If you’ve read my work for a while, you know that I have a lot of respect for my grandfather. He’s actually the reason I got into the financial world.

Retirement

How My Friend Retired at Age 40

I very rarely smoke cigars anymore, but one of the benefits – I would go so far as to call it a health benefit – is that smoking a cigar

Retirement

A Four-Step Retirement Plan

Ahhhh retirement! Most of us would love to be on a beach somewhere right now sipping a frothy Bahama Mama. But very few of us want to put in the

Demographic Trends

From “King of the Hill” to Wall Street

When I usually tell people the story about how I became a financial analyst, working alongside Harry Dent, one of the most respected economists in the world, I sometimes have