Investment Club

Our neighborhood in Florida has a weekly “Investment Club” that I went to this past Friday.  There were about 15 people gathered when I got there – in the events ballroom of our clubhouse. We started by talking about our 2025 expectations for the stock market’s growth.  After two years of incredible growth (+23% in 2024, +24% in 2023), most people were expecting growth in … Continue reading Investment Club

Unique Activities in Retirement

We have had quite a few visitors to our vacation place in Celebration FL over the last few weeks.  Everyone is interested in the unique “Town that Disney Built”.   I’ve found that people from different parts of Florida like to compare what their towns & clubhouses have to keep retirees busy & entertained. On the ‘highly desired’ list are pools / water parks, golf … Continue reading Unique Activities in Retirement

No Tax on Social Security?

Just a quick post today to highlight what could be the biggest change for the finances of retired people in a generation … eliminating Federal income taxes on Social Security. After seemingly not mentioning it since the election, Trump spokeswoman Karoline Leavitt told reporters yesterday that it is a key part of the budget negotiations that GOP leaders in the House, Senate, and White House … Continue reading No Tax on Social Security?

Retired Yacht Rocker Cliches

This weekend, we watched a HBO Music Box documentary about the “Yacht Rock” music phenomenon.  It was interesting to see how some young folks “uncovered” the previously unreported late 70s/early 80s Los Angeles music scene and connections between Steely Dan, the Doobie Brothers, Kenny Loggins, Toto, and Christopher Cross.   The next morning, I commented that the Yacht Rock era “was almost 45 years ago!”  … Continue reading Retired Yacht Rocker Cliches

Trump Inauguration

It’s a historic day in America. The crazy 2024 presidential election is behind us. Now we’ll see what impact Trump returning to the Oval Office will have on the economy and our investments. Love him or hate him, Trump’s policies and priorities have had significant implications for the economy, taxes, and healthcare—three pillars of a secure retirement. With that in mind, here are five key … Continue reading Trump Inauguration