Friday, May 19, 2023

Free financial planning services

 

Graduation gift that lasts a lifetime

Show your teen the easy way to compound their money to a $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 help buy two homes and 5 cars with higher down payments or cash, and now to receive $2,900 a month in retirement supplement. Now your child can build an account that provides tax-FREE education and retirement income too. The stock market provides about 11% a year over time: double your money every 7-9 years. Only the buy and hold strategy works; market timing pays the advisor/broker’s fees.

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

 

Easiest way to clear excessive credit card debt

I was able to eliminate some cc debt by cutting out spending on things I no longer needed. This means I was able to do get rid of the debt faster and without giving up anything I enjoy. I shop for car insurance every two years because there are insurers that change marketing strategies that benefit me. I saved about $600 on two cars last time. I got rid of my overpriced financial advisor and saved $1,000 in the first year. Salaried advisors are available at some large mutual fund firms like Vanguard. No cost for advice since I have my retirement portfolio there. When I need other advice, I ask my financial planner who charges by the hour not 1-2% of my whole portfolio annually. She always answers by phone call in an hour. Recently one of my friends told me his inherited portfolio still has his parents’ broker taking his money even though the broker has done nothing for him for the last 5 years. He doesn’t know how to “cut the cord” even when I explained he is being robbed and he can move it with one call.

Pay off debt: https://www.amazon.com/Tricks-Trade-Save-Mutual-Insurance-Annuities/dp/1535497289/

 

How to build a retirement fund you can live on

Many working folks have an easy way to build a retirement fund. And some employers will actually help them pay for it. A low-cost 401k or 403b can create a decent fund over time. Even when they have to change jobs, their money can easily be transferred and continued to build big. The secret to doing this is consistent contributions from their pay and using a low-cost stock index option. They can earn over 10% a year. Compounding (no borrowing or surrenders) their money over their working lives can produce a $million fund. That happens by them contributing only $105,000 over 35 years to a low-cost (<0.5% annual fee) index fund that matches the S&P 500 index. According to Warren Buffett, compounding helps explains his investing success.

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

How to live on retirement income

Most people are trying to grow their retirement nest egg to an amount that can sustain them with income through 20-30 years of the rest of their lives. But how to do that: Many retirees call on their advisor or broker to make the changes from portfolio growth to portfolio income. Clearly, to take on this process by themselves is daunting. However, it is not as difficult as it seems. It requires transferring growth assets to income assets. The easiest way to do this is to slowly sell growth funds and buy income funds. A simple example is to exchange the low-cost stock market index fund for a low-cost (0.16%) balanced fund. These funds can provide about 4% annual yield with about 60% bonds. Yield is earnings generated on an investment over a particular period of time. Yield includes the interest earned or dividends received from holding securities. Of course the yield may plummet if an advisor buys and sells individual securities to produce income. Also individual stock dividends and bond yields can rise and fall over time so an advisor may produce taxes on the gains as the portfolio is traded. There is a tax-FREE version of this strategy that may provide higher income without taxes for some folks who plan ahead.

https://www.amazon.com/New-American-Retirement-System-ReserveTM/dp/1461030072

 

Free financial planning services

Since there are several ways to buy financial advice—paying 1% of total portfolio whether it help you or not, commissions on products you may not need, and strait hourly fees like a lawyer—you need to know about the firms that offer help for FREE. Yes, FREE but you must have enough assets to make it worth their while. So for those who have already gotten to the $250K level, this can help you keep more. Check Schwab, Vanguard or Fidelity Investments for the terms of FREE advice from a properly credentialed person. Some Robo-advisors offer one-on-one coaching calls. Some firms provide unlimited phone access to CFPs. The account minimum is $100,000.  Your target-date fund will get you ready for retirement income by lowering your risk of losing money but usually does not offer transfer to an fund the provides income directly. You will need to make the transfer to start the flow of income directly to your bank account. Most firms can do this. They also take care of IRS reporting of IRA/pension mandatory RMD distributions.

https://www.amazon.com/What-your-RMD-much-spend/dp/1718946716

 

How to beat inflation’s devastation effect on your retirement fund

Even in a recession-talk period of the market, you can still keep current with your goal of growing your wealth. Unless you have retreated from the market to fixed assets, your stock index fund is back to 9.78% YTD. Even if it falls back by year end, you may have beat inflation. Since you have no guarantee that fixed rate products will keep your fund growing, at least the majority of your portfolio should be in the market. Stocks can go up too. Most studies show that you are always better off staying in the market than trying to time the market. Are you really smarter than everyone else by moving your money at the right time? No. History shows your advisor does NOT know any more than you. In fact most analyst agree that paying someone to guess the future will cost you up to 63% of what you would have had if you had just left your portfolio alone. Fidelity found that the accounts that did the best were held by the dead or by folks who forgot they had their account.

Keep the money you give your advisor: https://www.amazon.com/Snoring-Best-Way-Create-Wealth/dp/1466408928

 

 

 

 

?**********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

 

Apr 7 2023 One GOP guy decided which drugs we all can use

 

Apr 9 Illustrated Anne Frank book removed by Florida school

 

Apr 21 Trump: “I am your justice

 

 

 

Jan 2025 Dictator pardons himself: his Supremes agree

 

 

How Govt wastes our money:

Party games will cost us jobs, income, time, earnings, Social Security, Vets benefits

IRS audits Black taxpayers at higher rates: ignores rich white folks—“too complicated

TX strips authority of cities to govern: we lose another freedom to decide: fascism

 

Top execs hold $Billions tax-FREE retirement’s vs ½ workers hold NONE in 401k

 

SCAMS/SPINS:

Phillip Galles IL stealing $2 million from clients he promised big gains from commodity futures

SW Financial Thomas Diamante caught: bad info on sale of private placement offerings IPOs 

Douglas Hawkins, CFP, minister, KY caught fraud $2 million real estate scheme: 10 yrs

Victim of fraud?  AARPFraudWatchHelpline@aarp.org  877.908.3360

 

How can the ‘God of Love’ actually hate, despise, or keep medical help from transgender folks?

TX doctors stop treatment as state investigates hospital’s gender-affirming care: transgender ‘fad

 

GOP free capitalism reshaped by fascist ideology: invest, social, religion, read, vote, discuss, sex,

GOP undermines direct democracy by restricting ballot initiatives, constitutional amendments.

What do Christian Nationalists believe: loose political groups that my help GOP win

 

GOP put police at risk with fewer restrictions on gun ownership: ignore gun safety:

GOP laws are killing off our next generation: guns are the kids #1 killer

AZ person kills 2, injures 5 teens at teen party: suspect at large

NM shooter kills 3, multiple wounded, 2 police hit in park

TX 12 year-old boy uses AR-15 to kill 1, injure 1,

 

DeSantis jobs: Disney canceled a new, nearly $1 billion 2000 employee campus in Orlando

FL college students arranging own graduation: reject official Board speaker-a Trumper

Penguin Random House sue Florida school district over book bans: Censorship, 1 Amd right

 

 

Gerber powdered baby formula was distributed to some US retailers after the initial recall notice

Right-Wing Doctors Are Still Peddling Dubious COVID Drugs

Liberty HealthShare Christian nonprofit to avoid Obamacare paid vendors owned by Beers family

Denials of health-insurance claims are rising — and getting weirder: computer rapid-fire denials

 

 

Don’t waste your money: 17 Home Upgrades That Rarely Help Close a Sale

Stellantis Chrysler recalls 220,000 Jeep SUVs over fire risks power liftgate: park outside

Faulty TN air bag inflators in use, including Volkswagen, Ford, BMW and GM

Ford recalls 310,000 trucks to fix problem with driver’s front air bag: not working

Ford recalls 422,000 SUVs because rear view camera display may fail

 

OpenAI chief: artificial intelligence could “cause significant harm to the world”

 

Jobs

24 Employers That Offer Jobs That Pay for College

Top-tier college does not guarantee career success

College degree requirements close off opportunities for majority of minorities

 

Who owns your account now?

Heavy Cannabis Use Linked to Schizophrenia

We are keeping our vehicles for a record 12.5 years on average: smart shoppers’ values

“Professors can’t know whether students using ChatGPT in nuanced ways or cheating

 

Stock market still provides over 8% this year: beats inflation, savings, CDs, bond funds

Home battery: fire-safe, lifespan 30 years, and built into crawl spaces and attics: testing

 

Miracles:

Cook County is eliminating medical debt for 73,000 people: $80 million in medical debt

Study: folks who used a low-fat diet with healthy foods had a lower chance of dying.

Just feeling hungry could promote healthy aging: in flies at least for now.

 

Blood test can predict psychotic disorders years before they develop

A “breathalyzer” could detect pancreatic cancer before you were even symptomatic.

 

More than half of the world’s lakes have shrunk in past 30 years: water shortage?

Scientists find bacteria and fungi capable of breaking down plastics

 

 

FL Thirteen-year-old girl punches shark to escape attack

13-year-old boy saved his sister from kidnapper by shooting the attacker with a slingshot!

 

Religious folks changed practices because they stopped believing in former teachings

 

 

 

 

@

 

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

In place of atomic lattice, light waves used to create an optical lattice with same geometry

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

Quantum mechanics violates local realism: two objects behave as single system at 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

Strange state of physics that allows energy to flow frictionlessly through a material

Bending light from extreme gravity reveals largest black hole so far

 

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: created our time.

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/

 

 

 

@

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/

 

No comments: