Friday, April 7, 2023

We waste $1,819 a year on being ‘tricked’ on the financials we buy

 

Get your teen started on their $ million tax-FREE fund

Make sure you teach your kids how to create wealth the easy way. My parents were not investors. At my first job, I had no clue which investment option to use for my 401k contribution and company match. The HR person told me to put it into the 'safe' stable value fund. That was the worst choice at my age I learned later when I got my securities licenses. If I had followed their advice I would have ended up with about $150,000 instead of a Wealth Reserve of $877,233 about 33 years later. I have used this 'Wealth Reserve' as I call it to have funds to buy low-cost insurance, to buy two homes and 5 cars with higher down payments or cash, and now to receive $2,500 a month in retirement supplement. Now your child can build an account that provides tax-FREE education and retirement income too. Market up 7.85% already in ’23.

Time is on their side: https://www.amazon.com/Give-your-child-leg-up-manage/dp/1096505355

 

Get your own retirement supplement fund going NOW

Social Security Retirement Fund on Track to Go Bust in 2033: Trustees Report is warning. If Congress does nothing to help, we will get about 25% less in retirement. If you have no other means, what will you do? Congress people earn $ millions extra from insider trading but that is illegal for us. The best way to be ready is to earn money on your money without any income taxes. That may give you an extra 20-30% when you need an SS boost. If you work for a living, you can put away $6,000 a year. If you have 15 years till you stop working, you can double your money by then using a low- cost market index. Buffett’s advice: “bet on America.” Over that time, the stock market returns vary but historically you will be rewarded. $3,000 a year (the average tax refund) will compound without tax to over a $100,000. For instance, from 1971 to 2022, the annual market total return was 12%. When you retire you can keep compounding your cash without tax and so spend every cent you earn without income tax.

Start now to cover SS shortfall: https://www.amazon.com/Your-ZERO-Tax-Account-Wealthy/dp/1482772795

 

When the media has bad financial news, look where we’ve come

I don’t sell and try to pick a bright stock. I look at the last 20 years’ returns: 9.71% per year. I look at this historical record by DALBAR’s Quantitative Analysis of Investor Behavior (QAIB). I look at the stats like this one. Timing the market ups and downs does not work. According to Standard and Poor's, the average annualized return of the S&P index, which later became the S&P 500, from 1926 to 2020 was 10%. At 10%, you can double your investment every seven years. In a less-risky investment such as bonds, which have averaged a return of about 5% to 6% over the same time period, you could expect to double your money in about 12 years. I see these charts in my mind’s eye when I hear a Wall Street guru tell me how to invest. If you are investing for a long-term goal, you are wise to follow Warren Buffett’s advice: you need only 2 low-cost mutual funds to retire comfortably.

https://www.amazon.com/Warren-Buffetts-Vanguard-Funds-Retirement/dp/1496148592

 

Will a financial course help you navigate your way to wealth?

There are many online courses about your debts, savings, and investing. Most will teach you something that can be helpful. You may have certain questions that are answered generally—not for your specific solution. On the other hand, you may feel more comfortable finding the answer yourself instead of giving money to a broker/advisor so you can ask them questions. My experience working at 3 brokerage firm was eye-opening. I never found an unbiased financial person until I started doing my own homework. I read Warren Buffett, John Bogle and a few other successful investors who DON’T sell products for a living. Making money is simple unless you try to outsmart the Masters. Mr Buffett says: “My wealth has come from a combination of living in America, some lucky genes, and compound interest.” His long-term investment strategy: contribute to just TWO funds for long-term goals like retirement.

Unbiased advice: https://www.amazon.com/Buffett-Bogle-Holy-Bible-Investment/dp/1523693045

 

Is it better to consolidate all 401ks in your employer plan or IRA rollover trustee?

You may have the opportunity to keep your employer plan options when you retire. Leaving your money in place is easier than transferring it to a mutual fund trustee. On the other hand some retirees like to transfer their 401k into an IRA rollover account because they have more investment options or rock bottom fees and charges or both. You can decide by comparing costs and the options available at a large fund complex. For instance, if you like a Target-Date Fund you may have more choices with a large fund complex. If you like using an advisor after you leave your employer, you have many more choices in the financial industry universe than with your employer. However, remember that advisors may take up to 63% of your total returns in fees over time. If you were using a market index offered by your company plan, a comparison of prices may be all you need to do. Some low-cost providers offer the S&P 500 index at low or no cost.

Choice is important: https://www.amazon.com/401k-IRA-Tax-FREE-Tax-Deferred-retirement/dp/1475057938

 

We waste $1,819 a year on being ‘tricked’ on the financials we buy

A new study shows financial illiteracy costs the average American $1,819 in 2022. If we invested this money instead of giving it to sales people, we could have over $100,000 in 20 years. We could buy financials like we buy stuff at Costco and Walmart. Most of those with money have learned to save on just about everything including insurance, our employer savings plans, our car purchases, our banking, mortgage and the rest. Saving by shopping for all our financial products is easier than we thought because we have the internet and “direct” sellers. Direct sellers like Vanguard, Fidelity, SBLI, GEICO, internet banks and mortgagers offer low-cost products so we pay less and keep more. One analyst estimates we could give up 63% of our total earnings in fees over time. Learning how to shop for financials is NOT rocket science. Some save $3,000 a year.

https://www.amazon.com/Tricks-Trade-Mutual-Insurance-Annuities/dp/1535497289

 

How much does it cost to start investing?

The easy and lowest cost strategy to start in the market is to buy SPDR Portfolio S&P 500 ETF (SPLG) in a brokerage account. ETFs are index funds of a specific asset. This ETF consists of shares of the top 500 US companies so you get a little of everything. This ETF costs only 0.03% of your total investment per year. Its 5-Year Average Annualized Return was 11.0%. The SPDR Portfolio S&P 500 ETF is the cousin of State Street’s SPY the famous fund. It has a lower expense ratio tailored to price-conscious everyday investors. The fund was only recently converted to track the S&P 500—prior to January 2020, SPLG tracked the SSgA Large Cap Index. SPLG’s average trading volume comes in substantially lower than SPY, offering somewhat lower liquidity—and its AUM are a sliver of the SPY’s total. For buy-and-hold investors, this shouldn’t be a concern. Assets under management:  $15.9 billion. Each ETF share costs under $50. If you keep buying this security over time you should be able to amass a fantastic account in a few years. At 11% a year, over time you can double your money every 7-9 years. Just keep buying—don’t trade or quit. The Miracle of Compounding will make you rich.

https://www.amazon.com/Building-Wealth-Like-Brushing-Teeth/dp/1470141469/

 

 

 

?**********ACCOUNTABILITY**************?

 

 

Like 1776, this period is a test of democracyWe rejected an "American fascist" once

 

 

The Path to Dictatorship: 2010-2030

 

Parallels of this era in the past may hint at our future: democracy breaks apart legally

 

 

Jan 21 2010 Corpor­a­tions’ election-spending unlim­ited

Billionaires paid $881 million for votes in 2022 midterm elections

 

Nov 2020 Wealthy discredit election process

 

Nov 21 2020 Trump’s Plans for a Coup: criminal

 

Nov 21 2020: Trump plan: US Marshals seize voting machines

 

Jan 6 2021 Direct assault failed: guns & bombs ready

 

Trump engaged in a "criminal conspiracy" to stop Biden

 

I don’t f—ing care that they have weapons

 

Trump was “detached from reality”

 

Trump used mafia-style intimidation on the defenseless

 

Trump still terrorizing election woman

 

Parscale: “a sitting president asking for civil war.”

 

Trump: “Just say the election was corrupt and leave the rest to me” 

 

GOP fascism: “RINO hunt armed; no bagging limitJ6 comm threat

 

January 6, 2021A date which will live in infamy

 

Trump’s Supremes END personal rights & state laws except for weapons WMDs

 

Fascism: GOP to stop women leaving state for abortion

 

It’s not a court. It’s a junta: Two Americas

 

Trump: President Biden is 'enemy of the state'

 

Christian Nationalist Party (CNP) replaces GOP

 

Nov 8 2022 Trump’s “national revolution” failed

 

Nov 15 2022 Trump announces for 2024 to avoid lawsuits

 

Dec 3 2022 Trump: cancel Constitution rules so ‘I win

 

Mar 11 2023 Pence straddles his place in history

 

Mar 31 2023 Trump indicted misusing election money

 

Jan 2025 Dictator pardons himself: his Supremes agree

 

 

How Govt wastes our money:

ER gets full: Millions poised to lose Medicaid as pandemic coverage protections end

Killing way of life: ‘We’re NOT going to fix it’: The GOP response after Nashville

Floridians able to carry concealed guns without a permit: settle dispute easily anyone

 

IRS helps wealthy raise inflation: new planes/yachts are deductible so we pay their taxes

IRS: Average taxpayers "should not be worried" about more audits: ‘famous last words’

$27.2 billion NASA 7% increase funding for Artemis go around moon: we already did it

 

Biden blames Trump for Afghan exit mistakes: Biden made bad choices: accountability

 

SCAMS/SPINS:

Fake charity scam: Request donations for disaster common by phone, email and texts

Beware of abusive tax avoidance schemes: list is long and complicated

GOP tilts Supreme: Thomas accepted luxury trips of TX GOP without disclosure

 

Millions of dollars are going missing every single day thanks to crypto-related crime 

Goldman Sachs caught marking millions stock orders as long instead of short: just fine

Merrill caught charging clients in undisclosed foreign exchange fees for transfers

Integrity Advance owners caught avoid paying back for illegal payday lending activities

Baby powder tainted with carcinogen: J&J kept that info hidden regulators/public: years

 

Only in US: bank managers get bonus for running bank into the ground: pay as stock fall

Scam: Employee Retention Credit claims; false claims generate compliance risk

Falsifying Business Records is a crime in NY: move/ rename money was regular event

 

GOP ‘freedom’ means men decide where you pee, your name, your health care, jobs

GOP ‘freedom’ means removing cities’ rights to set own policies, make dictatorships

 

TN GOP expels 2 elected Dems asking more gun control: deadly school shooting

 

MD Catholic Church abuse: 600 kids: chaining/whipping teenagers; abuses in hospital

 

Honda recalls 564,000 CR-Vs in cold states to fix frame rust: loosens suspensions

VW recalls 140,000 SUVs due to faulty passenger-side airbags: don’t ride

Bigger SUVs Pickups loved by driver but increasingly people killers

TX to become key gambling state despite Christian ideology

 

Americans in need of health care must now belong to correct ideological group for help

 

Pope Francis wearing white puffer jacket: Faked with the artificial intelligence

Fake: Ted Cruz tweet regarding kids killed by war gun

1 in 3 baseball fans can’t afford tickets this year: $58.61 avg cost + $51 food, park, etc.

 

Hair growth/loss products violate FDA FTC laws: lies, lies, lies

 

Jobs

Tesla pays Owen Diaz $3 million for endured racist discrimination as a contract worker 

New jobs decline: Fed thrilled with fewer working but rich keep pushing inflation up

 17 Worst-Paying College Majors

 

High-Paying Work-From-Home Jobs That Pay Well ($100K+ Salaries)

 

 

Who owns your account now?

Best used cars that fell in price starting at $19K: some down 13%

Best Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2023

Time to shop: homeowners pay $2,825 for home insurance in 2023, up 30% in two years

 

Can assets in a “defective” trust receive step-up basis (no gains tax) on owner's death?

IRS explains their process delays: many returns still not processed from 2021, 2022: wait

 

Miracles:

Trump: great teaching lesson for white criminals: con men, scammers, vigilantes, terrorist

Crime pays: Trump’s fundraising after indictments pay off: $4 million raised in 24 hours

Somehow GOP Greene thinks Trump is like Jesus: “killed by government”

 

Revolutionary blood test that can detect over 50 genetic diseases: needs confirmations

 

Factory explosion survivor, on fire, fell into chocolate vat

Finland to join NATO on Tuesday, Sweden still waiting: 1300 miles Putin headache

87% of the cars sold in Norway last month were electric.

 

WI votes to put judicial decisions back on track: future on abortion and voting rights

WV transgender athletes can compete on female school sports teams: Supremes turn?

 

 

 

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Our Universe is Mind-Blowing

Light is both a particle and a wave depending on how we look at the light.

I don’t think that there is any such thing as a position or a velocity of a particle.

Everything (galaxies to stones) in universe made of subatomic energy ‘vibrations’

A subatomic ‘particle’ is the smallest possible vibration (quantum) of a quantum field.

 

Mass–energy equivalence: E=mc^2.  At the smallest level; Everything is moving

Energy into matter: scientists converted light energy directly into matter in one step

Physics Nobel Prize: “entanglement” 2 particles share info instantly at a distance

“It may be that gravity and quantum mechanics are exactly the same thing,” Leonard Susskind

Gravity might induce the collapse of quantum vibrations into 1 quantum state—our world

 

There is no TIME at this level because of force fields come and go in all directions. 

Universe expanding: events may not come together like they did before.

Inside protons, neutrons, it is the fields of the virtual particles that creates its mass.

Gold made from neutron stars: collisions produce more neutrons:79 protons,118 neutrons

The proton is so complicated science still finds new energy entities/forces every year.

 

“Empty space is a boiling, bubbling brew of virtual particles that pop in and out of existence in a time scale so short that you can’t even measure them.” Space expanding.

The electricity we use comes from the field around the wire not from electron itself.

Scientists build 'baby' wormhole as sci-fi moves closer to fact: inside quantum computer

starts-with-a-bang/universe-expansion-not-accelerating/

 

 

 

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We can apply for Medicare online: https://blog.ssa.gov/apply-for-medicare-online

We can apply for Social Security online: https://www.ssa.gov/benefits/retirement/

We can apply for health care online: https://www.healthcare.gov/

 

IAN

973.746.2014

http://www.theinsidersguides.com/

Alerts available at http://dankeppel.blogspot.com/

 

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