RetirementSavvy

Latest Posts Under: Recommendations

SUPERHUBS: How the Financial Elite & Their Networks Rule Our World Paperback: 227 pages Publisher: Nicholas Brealey (2017) Illuminating and frightening; the words that came to mind as I worked my way through the new book by Sandra Navidi, the Founder and CEO of BeyondGlobal, a consulting firm, where she renders macroeconomic and strategic positioning advice. SuperHubs provides a rare,… 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 →

Climbing the Retirement Mountain: And Getting Down the Other Side Paperback: 138 pages Publisher: CreateSpace Independent Publishing Platform (2017) Andrew Rafal is Founder and President of Bayntree wealth Advisors. His co-author, Calvin Goetz, is Co-founder and Partner at Strategy Financial Group. In the book’s preface they note the book’s objective is to share with readers the ideas and… Read Article →

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 →

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