RetirementSavvy

Latest Posts Under: Recommendations

Developer Bradley McCarthy, an electrical engineer who retired at 46, has developed a very useful app  – iPhone, iPad, and iPod touch devices – for those interested in determining if they are on track to retire comfortably, make adjustments to their withdrawal (decumulation) plan, and track progress as they edge closer to retirement. The app uses… Read Article →

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 →

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 →

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 →

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 →

The Blue Satin Nightgown: My French Makeover at Age 78 Paperback: 205 pages Publisher: CreateSpace (2016) Author Karin Crilly was a Marriage and Family Counselor for thirty years in Southern California. After two adventurous years of living in Aix-en-Provence, France – the home of renowned painter Cezanne – she returned to California and now lives in Laguna… Read Article →

Report: The Parent Trap: The Economic Insecurity of Families with Young Children (2016). In this report, Demos experts Amy Traub, Robert Hiltonsmith, and Tamara Draut take a close look at the economic conditions facing parents of young children. They explore the demographics and economic data on households with children under five years of age and… Read Article →

Balancing Act: Wealth Management Straight Talk for Women Paperback: 168 pages Publisher: Joslyn G. Ewart (2016) Don’t be thrown, or put, off by the title. This book is intended for women and men who want to gain perspective and learn strategies they need to make sound financial choices. The author, a Certified Financial Planner (CFP), identifies personal finance concepts and tools and… Read Article →

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