Accumulating Wealth During Inflationary Times

During my working career, I was fortunate to become close friends with many very successful people. Tom (fictitious name) fit that mold. We had each other’s home phone numbers and talked regularly. Tom was a high-level vice president of a major corporation and was the speaker at a banquet for our training class. He asked me to stay when the […]

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Witnessing History on the Deck of the Titanic

Does anyone believe that people standing on the deck of a sinking Titanic would be overcome by the emotion of “witnessing history”? I believe survival would be more appropriate. I opened my inbox and found MarketWatch and four other publications referencing a Bank of America Merrill Lynch (BOAML) report “Interest Rates at Lowest Level in 5,000 years”. CNBC goes one […]

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I don’t have time to plan – I’m too busy

I hung up the phone and shook my head. I have a good friend (I’ll call him Joe) who talks with me about his retirement fears. He’s in his peak earning and expense years with children getting ready for college. He’s diligent about making his 401 (k) contributions although he is not contributing the maximum. As always, I suggest he […]

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