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Latest Posts Under: Recommendations

Toxic Inequality: How America’s Wealth Gap Destroys Mobility, Deepens the Racial Divide & Threatens Our Future Hardcover: 218 pages Publisher: Basic Books (2017) Author Thomas M. Shapiro is the Pokross Professor of Law and Social Policy at the Heller School, Brandeis University, where he directs the Institute on Assets and Social Policy. While many will reflexively… Read Article →

SUPERHUBS: How the Financial Elite & Their Networks Rule Our World Hardcover: 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 →

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