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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. ...
Lessons from the Wolf

Lessons from the Wolf

By the time the 10th person asked me if I had seen The Wolf of Wall Street, I knew I had to go. I’m guessing that I kept getting asked because I work in financial services, and people automatically assume there is some kind of connection between professional wealth management and Wall Street ...
Spend Now, Retire Later

Spend Now, Retire Later

My Friend’s Addiction My 55-year-old friend, John, just came clean about an addiction – He watches CNBC every weekday morning for about 2 hours. By my count, if John’s habit started 10 years ago, he’s logged more than 5,000 hours listening to talking heads argue about the state of the ...
A Buddhist(ish) Investment Experience

A Buddhist(ish) Investment Experience

People often learn about Abacus Wealth Partners through Lion's Roar, a publication that focuses on the benefits of mindfulness and meditation practice. The readers of this magazine who contact us are usually seeking a financial planning and investment management firm that shares a genuine ...
The Not-So-Great Home Investment

The Not-So-Great Home Investment

I have a confession. I love real estate and I think everyone should own some. My dear friend Craig, a commercial real estate guru, would admit that it took him about three years to realize that I’m not a “stocks guy,” but rather a comprehensive financial planner who recommends that ...
Self-Employed: Earn Long and Prosper

Self-Employed: Earn Long and Prosper

Self-employed (SE) people have a unique opportunity to maximize their after-tax income later in life. While most SE people use traditional 401(k) plans and SEP IRAs to save for the future, I’m encouraging my SE clients to consider an Individual Roth 401(k) instead. Death and Taxes: Not So ...