James C. Molet's Blog, page 14
January 13, 2018
Stained Fortune – A SavvyReview
Stained Fortune Paperback: 241 pages Publisher: Water Street Press (2017) Author Joe Calderwood was born and raised in Homestead, Florida and graduated from college in 1971 with a BBA. For many years he was a practicing CPA in Florida before beginning his career as a serial entrepreneur. Stained Fortune is his first novel and the first... Read Article →
January 11, 2018
3 Ways the New Tax Law Will Hit Seniors Hard in Health Costs
The following is a guest post from Chris Orestis, Executive Vice President of GWG Life. Chris has more than 20 years of experience in the insurance and long-term care industries and is nationally recognized as a healthcare expert and senior care advocate. He is a former Washington, D.C., lobbyist who has provided legislative testimony and... Read Article →
January 9, 2018
The Importance of Retirement Savings: Instances When You Need Them
Many people view their retirement accounts as flexible savings that they can use in various situations. From helping out their adult children, financing a business (for themselves or a family member), or even when accidents occur, such as a cracked engine block. Retirement sounds like an ideal situation where folks finally get to retire from... Read Article →
The Rich are Getting Fitter While the Poor are Falling Behind
Here at RetirementSavvy, we often talk about the importance of your fiscal health and your physical health; and the nexus between the two. Two well-known components of physical health are diet and exercise. Martin Barák In a recent Vox article, Julia Belluz and Javier Zarracina take a hard look at exercising and luxury studios; and... Read Article →
January 8, 2018
Smart Glasses Powered by Alexa
Vuzix, a leading supplier of Smart-Glasses and Augmented Reality (AR) technologies and products for the consumer and enterprise markets, will unveil a set of smart glasses powered by Alexa this week at CES, the Las Vegas consumer electronics trade show. Vuzix – Blade Smart Sunglasses According to Vuzix, their Vuzix Blade™ provides a natural view of... Read Article →
January 6, 2018
Bridging Generations – A SavvyReview
Bridging Generations: Transitioning Family Wealth and Values for a Substantial Legacy Hardcover: 224 pages Publisher: Higher Life Publishing (2017) For more than 52 years, The Williams Group has successfully coached affluent families on how to ensure their wealth legacy is successfully passed on to next generations who are well-prepared for their roles. Roy compiled studies on... Read Article →
January 5, 2018
How Do Annuities Work
In your effort to research different types of investments and to properly allocate the funds in your portfolio, you may have come across the concept of annuities numerous times. While annuities are commonly mentioned in many investment and personal finance planning articles and videos online, you may still not understand what they are or how... Read Article →
January 2, 2018
3 Ways to Avoid Toxic Financial Advice and Rash Decisions
The following is a guest post from Jason Labrum, founder and president of Labrum Wealth Management. Jason is also author of the upcoming book Financial Detox: How to Steer Clear of Toxic Advice, Achieve Financial Independence and Manage Your Wealth for Maximum Impact. He is a fiduciary and holds a Series 65 securities license and... Read Article →
December 26, 2017
A Richer Understanding: Listen to Your heART
I consider myself an avid reader, reading to learn – reading to smile. I own an e-Reader and have reading apps installed on all of my devices, however I enjoy reading hardcover and paperback books just as much. As such, I am a BIG fan of our local library system, PLCMC (Public Library of Charlotte... Read Article →
December 22, 2017
Navigating the 3 Stages of Retirement
The Following is a guest post from Jack Teboda, president and founder of Teboda & Associates. Jack has more than 35 years experience helping people pursue financial independence through personalized investment strategies. His firm takes a team approach to providing advice to clients on retirement concerns and other financial planning issues. Teboda works with Kevin... Read Article →
