In the first edition of our retirement series, I discussed the concept of 8,000 days of retirement and broke down the MIT AgeLab’s four phases of retirement. “The Honeymoon Phase” is the first of the four phases, and arguably the most important, as it sets up the three remaining phases of retirement. Here are… Read more »
There are benefits to avoiding the probate process, however, those benefits require a little bit of up front work on your part, and a little bigger outlay for trust drafting fees. With that said, a little effort up front can save your loved ones significant administration fees down the road. Let me explain. Assets… Read more »
Last Friday, we explained how utilizing Apple Pay on your iPhone, Apple Watch, or other Apple products can offer a more secure approach to credit card payments. Throughout the week, we received multiple questions from clients requesting more information. Just to recap, Apple Pay is a contactless payment technology designed specifically for Apple devices… Read more »
Since 2015, Apple Pay has been offered as a safer and simpler solution for making purchases. All you need is an iPhone 6 or newer to securely make purchases in the U.S. and abroad with no fee. How It Works Apple Pay is a contactless payment technology designed for Apple devices that allows you… Read more »
2020 was a year to remember if you held shares of stocks like Zoom Video Communications (ZM) +350%, Tesla (TSLA) +600%, and Moderna Inc. (MRNA) +500%. Returns like these are reminiscent of the dog that always chases cars. You wonder what the dog would do if he ever caught one! It’s the same thing… Read more »
The best performing stock in the S&P 500 this year was none other than Tesla, up an astounding 660%. Next in line were Etsy (+290%), Nvidia (+117%), L Brands (+115%) and PayPal (+114%). If you missed out on one (or all) of these winners this year, you might be wondering if it’s too late to… Read more »
If you’ve been living in your home for any length of time you have probably accumulated a lot of STUFF in your garage, basement or attic. You may have saved items for a future that never came, or just hung onto things for sentimental reasons. The trigger for cleaning up our act is usually… Read more »
Today’s retirees face a radically different landscape relative to previous generations. When Social Security was enacted in 1935, the full retirement age was 65. This is an arbitrary number set by legislation, but now is engraved in the consciousness of the working population as the age when they can “get out.” Retirement has been… Read more »
It wasn’t that long ago that the market fell out of love with the Big Tech IPO. In May of last year, Uber Technologies priced its IPO at the low-end of its expected range, and the shares still fell more than 7% on their first day of trading. The shares then fell by another 30%… Read more »
