RetirementSavvy

Posts By: Brian Tramuel

Investing has changed dramatically. Many of my peers have worked in the pit or the trading floor as portrayed in those hectic movie scenes with traders shouting and signaling buy and sell orders. With trading becoming more electronically based, pits are rapidly disappearing. This fast-paced, on the go industry is a great fit for mobile… Read Article →

The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad Hardcover: 272 pages Publisher: Wiley (2017)The goal of the book is to provide a practical guide on the cross-border wealth ownership and transmission for globally mobile families. The Cross-Border Family Wealth Guide’s table of contents… Read Article →

I have conversations with connections on social media and friends daily about work. In many of the discussions work is simply a synonym for money. It doesn’t make a difference if our work environment is in our home, a downtown office building, factory, retail store, indoors or outside, whether our dress is professional or casual,… Read Article →

Last week I moved my son (Aaron) into his own space. Although being active in The Junior Reserve Officers’ Training Corps (JROTC) throughout middle and high school, he entered the workforce instead of the armed forces after graduation. He is twenty years old; witty, charismatic and technically gifted. He has a great job working in a… Read Article →

I am inspired by people with natural talents and those that are able to turn their gifts into something they love while generating income and making a living. I have friends and co-workers with entrepreneurial desires; bakers, chefs, singers, songwriters, educators who all want to share their gift(s). All seemingly desiring that push, or leap… Read Article →

Creating a spending plan (budget), while very detail oriented, includes only a few basic steps; identify income, list expenses, compare income and expenses, set priorities and finally, make changes. “Attention is the rarest and purest form of generosity.” Simone Weil While developing your spending plan, the gifts and charity category should not be overlooked. We don’t… Read Article →

  Authors: Helen Davis Chaitman & Lance Gotthoffer There is a lot to unpack as Helen Davis Chaitman, a nationally recognized litigator and an expert in the field of lender liability, provides great detail on the interconnected relationships between politicians, U.S. federal prosecutors and the flow of Wall Street money to those politicians. Chaitman accomplishes… Read Article →

The energy surrounding our current political process, current election cycle & the remaining candidates for president of these United States provide many opportunities for discussion. Aside from belief, political affiliation or lack thereof, our blood runs a shared red. You would be hard pressed to change anyone’s point of view, but if you listen close… Read Article →

Scroll To Top