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.

Estate Planning is Not Just for the Ultra-Rich Anymore

The following is a guest post from Ernie Burns, president and chief executive officer of Burns Estate Planning and Wealth Advisors. Ernie has more than 25 years’ experience in retirement income planning. He is an Investment Adviser Representative, and also is a Master Certified Estate Planner (MCEP) and a Million Dollar Round Table-Top of the Table Member (MDRT). …

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Social Security and Medicare: The 2017 Trustees Report

Where does your Social Security pension fit into your retirement plan? That might depend on your age and your view on the program’s long-term prognosis.The annual trustee reports on Social Security and Medicare were released earlier today and showed little change from last year’s report. Depending on your perspective, that is either good or bad. …

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The Essential Retirement Guide – A SavvyReview

Author Frederick Vettese is the Chief Actuary of Morneau Shepell, one of the largest human resources consulting and technology companies and one of the top five defined benefit pension plan providers in North America. Vetesse has spent his entire career providing retirement consulting and actuarial services in respect of workplace pension plans. Much of his professional …

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Toxic Inequality – A SavvyReview

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 disagree …

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Veteran’s Resources

I wanted to honor veterans by highlighting resources, financial and otherwise, that might be beneficial to those who have served. I believe the best place to start is with the United States Department of Veterans Affairs website. As noted in their Mission Statement, the purpose of the Veterans Administration is to fulfill President Lincoln’s promise “To care for him who …

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The Partner

Television Show: The Profit (2017). After investing more than $50 million of his own money in companies featured on The Profit, self-made millionaire and serial entrepreneur Marcus Lemonis is now ready to invest in his new CNBC show, The Partner. I have been a fan of Marcus and The Profit since the show first premiered. In fact, the show was a recommendation here …

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