James C. Molet's Blog, page 27
April 4, 2017
Afraid of a Hefty Long-Term Care Bill? Life Insurance Holds the Answer
The following is a guest post from Chris Orestis, CEO of Life Care Funding and a 20-year veteran of both the insurance and long-term care industries. Even as aging Americans revel in the splendor of their well-earned retirements they still harbor plenty of worries, such as outliving their savings. Considering Long-Term Care Near the top of... Read Article →
April 1, 2017
Embracing Mobile Technology
I’m a big believer in using mobile technology to make my life easier and reduce friction. That approach absolutely extends to banking and managing my finances. In addition to using Apple Pay when possible, I regularly use multiple finance related apps including PayPal, Fidelity, Chase, Citibank, and the banking apps associated with my personal and business... Read Article →
March 30, 2017
Relax Boomer Parents; Millennials May Be More Financially Savvy Than You Realize
The following is a guest post from Dennis Notchick, a Registered Investment Advisor Representative and Certified Financial Planner with Safeguard Investment Advisory Group in San Diego, CA. Millennials came of age at a time when the job market was weak and their student-loan debt was high. Such a dreary combination did not bode well for a rosy financial future.... Read Article →
March 29, 2017
Better, Richer, Fuller – A SavvyReview
Better, Richer, Fuller: How Building Your Financial House, Can Help Protect Your Loved Ones, Grow Your Assets and Free You to Live the American Dream Paperback: 208 pages Publisher: Bang Publishing (2017) I consider myself an avid reader, on my personal blog there is a page dedicated to book reviews. I read all types of books,... Read Article →
March 28, 2017
SuperHubs – A SavvyReview
SUPERHUBS: How the Financial Elite & Their Networks Rule Our World Paperback: 227 pages Publisher: Nicholas Brealey (2017) Illuminating and frightening; the words that came to mind as I worked my way through the new book by Sandra Navidi, the Founder and CEO of BeyondGlobal, a consulting firm, where she renders macroeconomic and strategic positioning advice. SuperHubs provides a rare,... Read Article →
March 27, 2017
The C Word
Documentary: The C Word (2017). All would agree that cancer is no laughing matter. However, executive producer Morgan Freeman – who also narrates – and director Meghan L. O’Hara argue that the archaic way we are trying to beat it is. At the heart of the documentary are the stories of two cancer survivors, the director Meghan O’Hara and French... Read Article →
March 25, 2017
A Richer Understanding: Travel to Cuba
When President Obama eased restrictions allowing *people-to-people educational travel* to Cuba I was instantly intrigued. With limited access for most Americans (also limited knowledge) Cuba was taboo, travel banned by a foreign policy rooted in domestic politics. Image Credit | Darius Soodmand I knew there would be great interest in visiting Cuba, the largest island... Read Article →
March 22, 2017
Is It Age Discrimination If You Don’t Know You’re Being Discriminated Against?
By Peter Gosselin, ProPublica For the past half century, federal law has banned employers from discriminating against people based on their age. But since the early 1990s, corporate lawyers and conservative judges have sought to shrink what counts as discrimination, making it substantially harder to prove age bias. Now, a case possibly headed for the Supreme... Read Article →
March 21, 2017
Which Colleges Help Poor Students Most?
We’re all aware that receiving a college education can be quite expensive and students, along with their families, often incur a significant amount of debt in the pursuit of a degree. I have written on multiple occasions – here and here – about the relationship between debt and college. The struggle is often harder, and the debt... Read Article →
March 20, 2017
Forget About Your Net Worth When Retirement Planning
Back in October 2015 I posited that net worth is a useless metric, particularly with respect to retirement planning. I argued that at the end of the day, the only thing that really matters is how much income you can generate from your passive and portfolio sources. Measuring net worth often distracts people from this reality.... Read Article →
