Well it’s over, and whether you are deliriously happy or in the depths of despair, you may be concerned about how your investments will react post-election. As I have been saying all along, elections happen often, our president is only temporary, and your investment plan is a decades long process. The world economy is…
Well, another Election Day is coming up and I am thrilled. Why? Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote? Not exactly. The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…
Well, another Election Day is coming up and I am thrilled. Why? Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote? Not exactly. The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…
Does anyone remember the old Saturday Night Live skits with Gilda Radner as Rosanna Rosanna Danna? Her famous line was, “It’s always something.” Keep this in mind when the headlines scream about some unexpected world event (Brexit, anyone?) and the stock market takes a hit for a few days. Even if the event itself is…
Thanks to alert reader and good friend Cameron Morgan of A&I Financial for sending me another good recap of the new Social Security rules. Again, the new rules affect people who intended to use the File and Suspend method to claim Social Security benefits, but have not already done so. If you have already…
I hate to say I told you so (okay, I actually LOVE saying I told you so), but as I postulated in an earlier blog, the Social Security file-and-suspend option is going away for new filers after May 2, 2016. The file-and-suspend option allows one spouse to file for his benefits at full retirement age…
Now, this is the kind of news I like to see. Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak. Fifty four percent of the year over year growth from 2013 was driven by individuals. See, we don’t all have to be Bill and Melinda Gates to…
I don’t like to feed into the media hysteria when it comes to stock market drops. As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy. They last on average 12-18 months, so the pain is temporary. Drops in the stock…
In the May, 2015 print edition of Money Magazine, there is an article called 101 Ways to Build Wealth. These list-type of articles come around often and say many of the same things, but a few interesting ones I found were these: “Tip #15: Don’t Tend to Your 401(k) After a Rough Day at Work.…
A couple of weeks ago, I introduced my education services for the first time in the blog. Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning. Other engaging and helpful topics that you won’t be getting from your 401(k) plan provider include: Financial Tools for Kids: …
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