What’s on Your Bucket List?
“It’s not how fast you travel, it’s how far you go,” sings my friend Bob Morrison in his recently recorded song A Wheel Is...
Connecticut’s Pension Ranks #48
You read that right. Connecticut’s funding of its pension obligations ranks #48 in the country only to be outdone by Kentucky and Illinois.
Connecticut, with...
Video: The Retirement Gamble
You, no doubt, have questions about your retirement, especially with the recent market declines. I was speaking with a client yesterday and he told...
E.J.’s Notes from the Wild, Wild West
You don’t have to spend a ton of money to have fun with your family, but it certainly helps.
My family just returned from an...
Millennials Shun Boomers’ Stuff
I came across this article thanks to the folks over at WSJ Adviser. Apparently the kids don't want all of your stuff.
A seismic shift...
Retirement Profile #2: “Expect Nothing; Want One Thing”
The NFL’s Baltimore Ravens may be the most underrated team in the NFL right now. Part of their success is due to senior leadership...
Retirement Profile: $110 Million Down the Drain
Former Boston Celtics star Antoine Walker spent/lost $110 million. What a shame. “Get the word ‘No’ in your vocabulary. You’re going to have to...
Hedge Funds Go Hunting
Hedge funds are on the hunt for new clients as the WSJ's Wealth Adviser notes here:
Hedge funds go mass-market as rich lose interest. For the...
Jack Bogle on Advisors
There’s a big difference between a broker/advisor and a registered investment advisor. An investment advisor must follow a strict fiduciary standard for his clients,...
The Crushing Cost of Retirement Healthcare
Have you added the cost of healthcare to your retirement planning? Fidelity has estimated that a 65-year old couple retiring in 2014 will need...