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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. ...
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 ...