80s

Last week, our family took a trip for our kids’ winter break from school. On the long drive, I had the chance to listen to a podcast, The Just Enough Family. It details the rise and fall of Saul Steinberg, an American businessman that rose to great wealth by the age of 30 only to…

Below is an excerpt from an article I thoroughly enjoyed reading. It captures the thoughts and emotions of several clients I’ve spoken to recently, and how/why the market can be so high right now amid all the uncertainty. From its record high on February 19, 2020 the S&P 500 Index1 fell 33.79% in less than 5…

Retiring takes a lot of hard work, saving, and discipline. However, if you chose to retire in Georgia, there are some great tax benefits that make the transition to retirement a little cheaper and easier. Here are the main benefits of retiring in GA: GA Retirement Income Exclusion: This allows GA taxpayers (age 65 and…

I thought this USA Today article was interesting. It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things. Money isn’t everything, but retirees with more money reported having more satisfaction in…

20 Second Advisor: Keeping Up With The Steinbergs

20 Second Advisor: Is the Stock Market Divorced from Economic Reality?

20 Second Advisor: Why It’s Easy to Retire in GA.

Retirees Have Less Satisfaction in Retirement