Friday, May 12, 2023

What kind of financial advice do you need?

 

Graduation gift that lasts a lifetime

Show your teen the easy way to be secure: 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 is for broker fees.

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

 

25% admit they’ve never saved money for retirement

Nearly HALF of baby boomers have no retirement savings! They have never expected to retire. A retiree of 65 can now expect to live 20 more years, on average, according to Social Security projections. Others have started late. The average monthly Social Security check to a retired worker is around $1,800. The average household run by an over-65 American spends more than $4,000 a month.  Most working people have no clue how much they will need. Even if they have a 401k at work, there is no clear way to calculate how much will be needed. There are too many variables. Some short-hand rules are available. One says: annual retirement savings goal of 10% to 15% of your gross income. For other folks who have been saving, the goal posts are magnitudes of income per each age range. So a 35-year-old earning $60,000 would be on track if she’s saved about $60,000 to $90,000. According to the US Bureau of Labor Statistics, the median annual wage across all occupations in 2021 was $58,260. That is, half of us earn below $58,260 a year. Many of us earning under $58,260 have little extra left to save. The average retirement savings by age breaks down through the decades is skewed by the folks making over $200,000 a year. For workers who earn above the poverty level but less than the $58,260, savings must be small or none existent. Just 30% of the poorest families have a savings account, let alone a retirement account. The average retirement account held just over $100,000, a Fidelity analysis shows. Will Social Security benefits be enough? SS benefits will be cut in 2034 as predicted if the divided Congress does nothing. What will 37.9 million people in poverty do if their SS benefits are cut? For some, there are ways to keep more for retirement.

https://www.amazon.com/You-Can-Afford-Retirement-FEE-FREE/dp/1517738253/

 

What kind of financial advice do you need?

Before you go shopping for financial help, make sure you understand what you need. You can get help at many different levels—no need to get stuck paying for what you don’t need. For instance, when I began working, I was told by the HR person to select “stable value” mutual funds at high cost for my 401k. I knew nothing about securities and neither did the HR person. This was the worst choice for me in my 20s. I should have owned a 100% stock mutual fund at low cost like in 500 index fund. Over time I would have lost about 63% of what I would have had. After moving my money to new employer, I was advised to use an experienced broker. Besides charging an annual fee, he charged a commission on a packaged product using his firm’s most expensive mutual funds. When I told him to sell, he tried to sell me an annuity. You don’t need a broker or an advisor NO MATTER WHAT they call themselves—broker, advisor or Registered Investment Advisor. They try to hide their fees and commissions in a detailed brokerage statement. You do have a person to call if you have a financial question. However, unless you have a million dollar account you are not likely to get a call back in a timely manner. An RIA claims to have a Fiduciary duty: “an obligation not to subordinate the clients’ interests to its own.” Due to the importance of this fiduciary conduct, most investment advisers can make investment decisions for their clients without first getting the client's permission. The problem with this great idea is that a working RIA is still required to offer, NOT the BEST type of investments for you, but the ones their firm has to sell. Wall Street firms are in business to make money so you pay for the advisor, the firm infrastructure and the firm high-cost management team. In the long run, you earn less because you are the one paying for this kind of “advice.” The BEST option for you if your Goal is to live on the earnings of your nest egg is this: First use a low-cost tax-FREE retirement account. You want to avoid taxes and spend ALL your money. You need to avoid paying fees, charges, commissions, 12b-1 fees that reduce your contributions and earnings to the account. Second, you want to take advantage of the Miracle of Compounding: contribute $102,000 over 34 years and end up with about $1.1 million to spend tax-FREE, fee-FREE. $1.1 million can provide about $88,000 a year or about $40,000 a year AFTER inflation. Low cost firms have RIA folks on salary.

Your BEST choice: https://www.amazon.com/You-Can-Afford-Retirement-FEE-FREE/dp/1517738253

 

 

 

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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:

FL police carry out DeSantis political objectives: new Gestapo: police objected? fired

Private Jet Owners Emitting More Carbon and Paying Fewer Taxes Than the Rest of Us

We subsidize fake solar generator Ponzi that Buffett, US Treasury fell for Ponzi

 

NY’s Offices Lure Rich Hunting Bargains: their RE tax deductions we pay for

Communities can now sue for compensation for the costs of climate change

Default game will cost us jobs, bank failures, business failures, gamers still paid

 

SCAMS/SPINS:

IAR Douglas Schmitz caught misunderstanding leveraged ETFs: client lost money

Oppenheimer caught supervisory failures over fund that was part of a Ponzi scheme

Donnie Ingram Centaurus hit clients unnecessary fees; firm failed to supervise him

Get your advisor money’s worth: your advisor should be doing these 8 things for you

 

George Santos criminal charges: campaign finance violations

 

Supreme Thomas “friendly” exchanges with wealthy resembles Mafia favor obligation

 

New mortgage fee rules: higher credit score buyers pay more

 

Will TX doctors let sick pregnant women die rather than face state sanctions/disbarment?

 

‘Mental health didn’t fire that gun' at the TX mall: racism, hate, suicide, liquor, lost job

 

TX to arm election workers: intimidate Dems, shootout to scare voters: GOP win everytime

2nd Amnt: “well regulated Militia, being necessary for a free State”: not regulated; not Militia

 

Supremes may bar all states from banning assault weapons, high-capacity mags

FL man kills 12-year-old boy and wounded a man before turning the gun on himself

TX man kills 8 hurting more at the Allen mall: killed self

CA man kills 1 hurts 5 at party in Chico: shooter at large

 

MS man kills 1, hurts six at Cinco de Mayo party

7 dead in Texas after car drives into crowd outside migrant center: driver arrested

LA man shooting at children playing outside his home, wounding a 14-year-old girl

MI man kills 1, wounds 2 over $4 purchase

 

TX reaffirms gun laws: no license, no illness check, no training, no min. age

 

TX to put chaplains in public schools: Christianity state religion: we lose another freedom!

 

Nazi book burnings began 90 years ago when shelves of "unGerman" works taken off

GOP is also engaged in book removals while they coddle assault rifle makers.

FL rejects Social Studies texts: no social justice: publishers got 35% texts rejected-unlawful

 

It sounds like a relative but check separately: scammers are using voice to take ransom

Romance scams up a staggering 138% from $547 million in 2021. 

Wrong: owning a home is better investment than purchasing stocks: myth and wrong

 

Ford Ranger recalled front passenger air bag inflators may have been installed incorrectly.

Peloton recalls 2.2 million bikes after injury reports: seat can collapse

At-home COVID-19 tests have been recalled due to concerns about bacteria contamination

 

Trump counting on organized street gangs to show he has support to beat Biden

cheney-trump-ad-cnn-town-hall

Trump for US default on debt but he runs his business/personal life on debt: King of Debt

 

Trump: ‘I should not have to stand on a stage with other candidates,’ I’m leading in polls

Trump would not commit to supporting Ukraine so he has Putin’s support for dirty tricks.

 

Fmr Prez is found liable for an act of sexual violence: “Certified Sexual Predator in 24”

Why did women laugh at Trump derision of woman he sexually abused/defamed?

 

Hungary fuels GOP agenda

FL bans Chinese home ownership

 

Putin loses mercenaries: no ammo: great tactic for Ukraine: kill all ammo dumps!

 

Jobs

best-entry-level-jobs-that-dont-require-a-degree-indeed

Is your company planning layoffs, closures? 

Airlines add workers as they gear up for summer travel bonanza

 

25 High-Paying In-Demand Jobs (With Salary and Requirements)

 

 

Who owns your account now?

Unemployment rate for Black Americans fell below 5% for the first time ever in April.

Married couples who merge finances may be happier, stay together longer: money fights↓

VW’s Bentley chief to lead Volkswagen's software overhaul

 

12 Types of Retirement Income That Are Not Taxable

House-sitters look after pets and houses free of charge in exchange for accommodation

15 Ways Retirees Can Stretch Their Savings: some good ideas

 

Miracles:

Police arrest anti-monarchy protesters ahead of King Charles' air conditioned coach

 

Microbes discovered that can digest plastics at low temperatures

Vietnam reported a record-high temperature of 111.38 degrees

Floating solar panel systems are beginning to boom in the United States

 

Baby successfully undergoes brain surgery — while still inside the womb!

New Alzheimer’s Drug: What Promising Trial Results Mean for Treatment

Implant ultra sound: chemotherapy-drug-reaches-brain-in-humans-for-first-time/

 

CA man leaves job interview, rescues baby in runaway stroller, then lands job

 

 

 

 

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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

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/

 

 

 

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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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