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The Volatile-Income Saver

The Volatile-Income Saver

Ever heard the story of the guy who burned through an entire fortune worth $150 million and still has debts to pay?  If only Cher could have delivered a 2nd smack on the cheek of Nicolas Cage and another “snap out of it!” maybe things would be different. One thing that’s certain with those who ...
The Pre-Retiree Portfolio Tune-Up

The Pre-Retiree Portfolio Tune-Up

If you’re a baby boomer who is about to shift from being a saver to a spender, you have at least one thing on your mind: “Is this market rally going to turn into a market correction the day after I slice into my retirement cake?” It’s the perfect storm for retirees. So am I saying a recession ...
Donate Now, Give Later

Donate Now, Give Later

Baby boomers who are in the final decade of their high-income years might want to stop using their credit cards and checkbook to give to charity. There’s a better way to be generous and reduce your taxes at the same time – the donor advised fund (DAF). DAF – How it Works  You move cash or
The Debt I Love

The Debt I Love

If the home-owning MINK (more income, no kids) community really wants more income, they may want to start by increasing their debt. Yep, that’s what I said. Almost every semi-retired baby boomer I work with informs me that they are on track to paying off their mortgage right about the time they
Breaking Bones for Charity

Breaking Bones for Charity

As a career-oriented businessman with no kids (or intention to have any), I can’t help but feel some sense of obligation to be charitable. And it gives me a card to play when my friends with kids tell me how much they admire the free time and extra cash I have because I’m not coaching little ...
The Alpha Boomer Anti-Retirement

The Alpha Boomer Anti-Retirement

My friend Jim likes to torture his friends with emails that showcase his exotic vacation du jour. We scowl at Jim because we’re usually viewing these wonderful images during our workdays. We envy his perfect alpha boomer lifestyle. Alpha boomers are a subset of the baby boomer generation. ...