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From Kennon Grose & Scott Burns

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AB Nov 25, 2014

The Importance of Active Management

I’m not speaking about your portfolio, of course. I’m referring to your Medicare Part D plan. Many retirees opt for Medicare Parts A and B, also known as “Original Medicare,” and then add a Part D plan to cover their prescription costs. These choices are made at the beginning of read more…

A Nov 24, 2014

How To Live Better, Travel More, And Work A Lot Less

Sandi Gelles-Cole has worked in the publishing industry for more than 30 years.  She’s an editor, author and writing coach.  But things are getting tough. “Big publishers are outsourcing fewer projects,” she says, “and authors are paying much less for free-lance editors.”  Such changes have slashed her income. Instead of working harder for less and struggling to keep pace with the rising cost of living, she decided to leverage the Internet. read more…

S Nov 21, 2014

The Contentment Factor

Retirement marketing focuses on two things that are poles apart: excitement and pain. Either you are having an exciting time playing golf, taking a cruise and drinking champagne—or someone is feeding you in the memory care unit. I know because the advertisements tell me so.  read more…

S Nov 19, 2014

Paying Off Debt Can Simplify Your Life

Q: My wife is 65 and I am 66. We just received $90,000 from the sale of a second home. Which is a wiser choice: to pay down our primary residence mortgage with a balance of $136,000, or invest it in our Vanguard accounts. The mortgage has an interest rate of 2.65 percent.Second question - we have some money invested with Morgan Stanley, about $145,000. It has higher fees than Vanguard. Should we combine everything with Vanguard? —V.G. by email read more…

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The Global Expatriate's Guide to Investing

From Millionaire Teacher to Millionaire Expat

By
Andrew Hallam

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