The Retirement Digest is a collection of articles from around the web that I think members of the RFG community might find helpful.
Biggest List of Senior Discounts 2019 (theseniorlist.com)
This one’s ironic given my post this week, but I couldn’t help sharing it because WOW. I didn’t count them, but there are a ton of discounts available to seniors. Better get used to saying, “Can I have the senior discount?”
Your Financial Plan is a Compass, Not a Map (yourbrainonstocks.com)
This post was written by my friend Brendan Mullooly and I honestly wish I had thought of the comparison. A great reminder and worth the two minutes it’ll take you to read it.
Better Than Expected Growth, But Not Yet a Boom (scottgrannis.blogspot.com)
For the advanced investor – this is a great piece that walks through a lot of what’s going on in the economy, bond rates, corporate profits and more.
“Fortunately, with a little planning and a special vehicle called a donor-advised fund, you can maintain your charitable giving and still enjoy a tax break. Before I explain the strategy, let’s break down why your charitable donations may not have been rewarded by the IRS this year.”
What Happens to Your Online Life After You Die (considerable.com)
I’m going to be writing a piece at some point on “digital assets” – something I need to learn more about. This piece is a great primer.
Hope you found an article or two that might help you in your planning. Enjoy your week!
Thanks for reading!
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I am a Financial Advisor in Pittsburgh and a CERTIFIED FINANCIAL PLANNER™ professional with Shorebridge Wealth Management. I enjoy helping clients and readers find sensible answers to retirement’s big questions. If I can answer any questions for you, feel free to Contact Me or if you think you might be a fit for our practice, see Who We Serve.