Money & Finance

My Case for Financial Assets – by Billy Kaderli

When I was a stock broker in California – one of the hottest housing markets in the US – real-estate was my competition. “Everyone” was making money in real-estate so why would they invest in the stock market? I needed an angle I went to the Board of Realtors and got prices for 2-3 and 4 bedroom homes in the area, both at the current pr...Read More

12 Ways Baby Boomers Can Save Money at Costco

Costco seems to understand the baby boomers are retiring and nearing retirement. Baby boomers were born between 1946 and 1964 and love to shop. Costco has been a long time favorite of retirees and senior citizens. It has several ranges of products dedicated to the demographic, even bulk items, while keeping the prices are also attractive! Here’s so...Read More

7 Frequent Misunderstandings Regarding Investing For Retirement

Since about 10,000 baby boomers are celebrating their 65th birthday each day, the topic of retirement is thought about more frequently within this generation. Some baby boomers are discovering that even though they have worked toward retiring for decades, they are not as prepared as they need to be. There are some frequent misunderstandings that ba...Read More

Top 5 Social Security Tips for Maximum Benefits in 2018

Most Americans depend on Social Security for their post-retirement earnings. But very few have a proper understanding of the nuances of Social Security. It can be very confusing and overwhelming. So here are a few pointers to help make the picture more clear for you. The Top Social Security Tips to Help You to Get the Most Benefits That being said,...Read More

Do You REALLY Need $2 Million to Retire?

Billy and I like to keep informed about the topic of retirement from the perspective of money managers and those in the financial fields. Many of these pieces proclaim that you must save enough in your investments to throw off 80% of your current annual salary so that you can afford a comfortable life away from a job. Lots of them will say that you...Read More

What Is Financial Independence?

Financial independence is that moment when you have enough invested assets to live the lifestyle you want for the rest of your life. You can choose to continue working or not, but you are no longer dependent on a paycheck to live your lifestyle, or to cover your expenses. Financial independence is freedom. You are not chained to a job you dislike, ...Read More

Plan Retirement Accordingly … Worst States For Retirement

Are you planning to relocate when you retire? Maybe it is to be closer to family or may it is to enjoy perfect weather and scenery, or perhaps you are selecting your retirement location based on cost of living, taxes and health care options. These are significant expenses which impact your retirement plan, your retirement spending budget and when y...Read More

Tips To Avoid Financial Scams In Retirement

Security breaches, identity embezzlement, online fraud – it all could happen when you are the least prepared and even during retirement.It’s happening everywhere and leaves the countless sufferers in its sweep. If you aren’t careful, you could have con artists get access to your financial data quickly. While you wouldn’t wan...Read More

What is really taxed in retirement?

Do you look forward to retiring? You may have your retirement plan and spending budget all set, or you may still be putting it all together. Have you allowed enough in your retirement planning and spending budget to take care of taxes? Taxes and Your Retirement Dreams Someday, you dream of being able to work if you want to do so. For many Americans...Read More

Could You Become Car-Free?

It wasn’t a decision we took lightly. In fact, Billy and I discussed the idea of becoming car-free for several years. There were good reasons to do it: no more maintenance and repair costs; no more fees for insurance, license plate renewal, or registration; no more fuel expense; and no more worry about storing the vehicle here in the States w...Read More

Fraud Happens. To US. Here’s What to Watch For…

Seniors lose $36.4 billion each year to financial abuse — $16.8 billion of which comes from deceptive investing tactics designed specifically to take advantage of older Americans.¹ Also known as “financial exploitation,” this type of investment fraud is defined by the use of misleading language to obtain account information and permission to access...Read More

5 Scams Aimed at Baby Boomers

If you’re visiting your mom or dad and see an excessive amount of junk mail, take note: Your parent might be a prime target for fraud. “If your parents’ mail is filled with sweepstakes notifications, free gift offers and more magazines than they could possibly read, chances are good they’re on a ‘sucker list,'” w...Read More

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