RetirementSavvy

Posts By: James

Countdown to Financial Freedom: Your Path to a More Meaningful, Active, and Vibrant Retirement Paperback: 202 pages Publisher: Balboa Press (2016) Mark Avallone is the founder and President of Potomac Wealth Advisors, LLC, an independent financial advisory firm, serving clients through holistic financial planning and wealth management. In Countdown to Financial Freedom, Avallone offers practical guidance to help readers pursue financial freedom… Read Article →

In a new report, The Asset Value of Whiteness: Understanding the Racial Wealth Gap, authors Amy Traub, Laura Sullivan, Tatjana Meschede, and Tom Shapiro accurately note issues of racial inequity are increasingly at the forefront of America’s public debate and probe the causes of the racial wealth gap. The racial wealth gap – different from… Read Article →

The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making… Read Article →

This post was originally published in October 2015. Anyone that has read my book, RENDEZVOUS WITH RETIREMENT: A Guide to Getting Fiscally Fit, or has been reading this blog for a while knows that I have reservations about utilizing financial advisors (planners). In fact, I believe most people are better off educating themselves with respect… Read Article →

By Jesse Eisinger, ProPublica Wells Fargo, the largest mortgage lender in the country, portrays itself as a stalwart bank that puts customers first. That reputation shattered in September, when it was fined $185 million for illegally opening as many as 2 million deposit and credit-card accounts without customers’ knowledge. Now four former Wells Fargo employees… Read Article →

The following is a contributed post from Jenna, a freelance blogger who is mainly focused on business innovation. Many people stick to their corporate jobs, believing that entrepreneurship is only for the few, the lucky, and the brave. Although they’re miserable, often working too many hours, putting up with bad bosses, irrational corporate policies, and… Read Article →

In 2010, Sam Brownback, a sitting U.S. senator, ran for governor of Kansas on an economic platform created by the American Legislative Exchange Council, a group that specializes in promoting draft legislation. Kansas Governor Sam Brownback Once elected, Brownback convinced state legislators to cut personal income tax rates across the board and eliminate the top tax bracket. The tax cuts were… Read Article →

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