RetirementSavvy

Posts By: James

The following, originally published in 2015, is among the most widely read and discussed posts here at RetirementSavvy. I am re-publishing the piece today because I recently read an article at CNBC that makes many of the same points with respect to homeownership. Interesting. The article, titled Homeownership Doesn’t Build Wealth, Study Finds, leads by noting… Read Article →

There has been an abundance of reporting which suggests a number of entrepreneurs and technologists in Silicon Valley are giving serious thought to ideas like universal basic income as a way to mitigate the adverse effects of technological innovation and transformation. There is widespread belief that technology will continue to upend careers and there is a high… Read Article →

The Integrity Advantage: Step into Your Truth, Love Your Life, and Claim Your Magnificence Hardcover: 186 pages Publisher: Sounds True (2017) Author Kelley Kosow is an author, motivational speaker, and the Chief Executive Officer of the highly acclaimed Ford Institute. She is a graduate of Brown University and the University of Miami Law School and was… Read Article →

In this guest post, Riverfall Financial takes a look at inheritance tax and offers advice and food for thought in protecting your wealth for future generations. “Inheritance Tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue.” This famous quote from the late Roy Jenkins MP is… Read Article →

Are you middle class? Where you live and how much you make are significant factors. Along with geographic location and household income, a family’s ‘class’ can also be defined by net worth, education and occupation. House Ways and Means Committee Chairman Kevin Brady | J. Scott Applewhite/AP The definition of middle class has been a… Read Article →

The following is a guest post from Jack Teboda, president and founder of Teboda & Associates. Jack has more than 35 years experience helping people pursue financial independence through personalized investment strategies. His firm takes a team approach to providing advice to clients on retirement concerns and other financial planning issues.  Americans are Living Longer… Read Article →

A recent ProPublica story detailed how the city’s poor black residents are steered into bankruptcy plans they are doomed to fail. Two City Council members are looking at a series of solutions to address the underlying problems. Novasha Miller, a lifelong resident of Whitehaven, a neighborhood in Memphis, filed Chapter 13 bankruptcy after debt collectors… Read Article →

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