James

James retired in 2005 after serving 21 years in the United States Army. During the latter part of his career, James' interest in personal finance was piqued based on his own experiences and observations of the way most Americans plan – or more accurately, fail to plan – for retirement and the difficulty many face in starting the process. His most valued education has been lessons learned from personal experience and through conversations with smart, savvy friends.

Living Frugally: Getting Off Track – It Happens to All of Us

Taz Bright helms this series. Taz is a father, speaker, long-time business owner and graduate of the school of hard-knocks. Taz uses his past business and personal finance experience to help steer others in a positive financial direction while, hopefully, avoiding the mistakes he’s made along the way. As a former 6-year victim of Identity Theft, …

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The Business of Family – A SavvyReview and Giveaway

This second SavvyReview takes a look at The Business of Family: How to Stay Rich for Generations by Linda Davis Taylor. Taylor is the CEO and Chairman of Clifford Swan Investment Counsel, the nation’s oldest investment advisory firm, in Pasadena, California. A participant in a fourth generation family business, she is a frequent speaker on wealth transition, family …

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Customize Wall Street – A SavvyReview and Giveaway

While I have recommended numerous books, along with other personal finance related media (i.e. documentaries, movies, reports, surveys, etc.) in the SavvyRecommendations section, Customize Wall Street: Take Control of Your Financial Future is the first book to be reviewed here at RetirementSavvy. As the title suggests, I heartily recommend the items that appear in that section. I encourage readers …

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College Return on Investment – A Forecast

In the past, I have asked the question, “Is college worth it?” Not surprisingly, since so many people struggle with student loans, the question generated quite a bit of discussion with a wide variety of opinions. Interestingly, a new report from PayScale, creator of the largest database of individual compensation profiles in the world containing more than …

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