RetirementSavvy

Documentary: The Queen of Versailles (2012). This film offers a peek into to the lives of a billionaire family and their financial challenges in the wake of the economic crisis of 2008. With epic proportions of a Shakespearean tragedy, the film follows two unique characters, whose rags-to-riches success stories reveal the innate virtues and flaws… Read Article →

It’s been my experience that most folks don’t associate business ownership with being frugal. They automatically assume owning a business involves major expenses. While that can be true, that is not always the case. There are certain aspects to business ownership they’re unaware of or misunderstand. Tax Breaks: The idea of giving Uncle Sam one… Read Article →

Documentary: Fixing the Future (2012). In this documentary, David Brancaccio asks the question, “Do people exist to serve the economy, or should the economy exist to serve the people?” Mr. Brancaccio visits people and organizations across the country that are attempting to reinvent the American economy at the grass root level. These pioneers look to… Read Article →

Living frugally means more than simply looking for ways to spend less. According to dictionary.reference.com… fru • gal [froo-guhl] economical in use or expenditure; prudently saving or sparing; not wasteful. Economical in use or expenditure might refer to spending less. However, how might a savvy individual save prudently and not be wasteful? Here are a… Read Article →

Book: A Conspiracy of Paper (2000).  This book was my first encounter with a fictional historical thriller…one I thoroughly enjoyed!  The following description is taken from Author David Liss’ website: Benjamin Weaver is an outsider in eighteenth-century London: A Jew among Christians; a ruffian among aristocrats; a retired pugilist who, hired by London’s gentry, travels through… Read Article →

Recently, the Internal Revenue Service (IRS) announced cost-of-living adjustments affecting contribution limits for pension plans and other retirement-related items for the 2014 tax year.  Some pension limitations such as those governing 401(k) plans and IRAs will remain unchanged because the increase in the Consumer Price Index (CPI) did not meet the statutory thresholds for their… Read Article →

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