RetirementSavvy

Posts By: Brian Tramuel

When President Obama eased restrictions allowing *people-to-people educational travel* to Cuba I was instantly intrigued. With limited access for most Americans (also limited knowledge) Cuba was taboo, travel banned by a foreign policy rooted in domestic politics. Image Credit | Darius Soodmand I knew there would be great interest in visiting Cuba, the largest island… Read Article →

Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom Paperback: 256 pages Publisher: Career Press (March 2017) While I have not discussed their specific tax situations, I am witness to my parents and my mother-in-law remark that they owed taxes and did not receive a refund in their first years of retirement…. Read Article →

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 →

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