Author Archive

December 19, 2017

Bob Veres

News, Tax, Taxation

0

What the Tax Bill Means to You The new tax law hasn’t been formally ratified by the U.S. House and Senate, but all indications are that the Tax Cuts and Jobs Act of 2017 will be sent to the President’s desk in the next few days. As you probably know, the House and Senate versions […]

Gender Differences—In Retirement You may have read that women are far more likely to face poverty in retirement than their male counterparts—but you may not realize just how big the disparity is. In fact, women are 80% more likely to fall into poverty toward the end of their lives, compared to men, according to a […]

December 12, 2017

Bob Veres

Lifestyle, World

0

Personal Robots The robotics revolution, so far confined to factories and the cute little device that roams your house sucking up dirt, is about to hit closer to home. In Japan, so-called “carerobos” are now helping workers look after the elderly in assisted living facilities. In one facility, a large-eyed humanoid named Pepper leads the […]

December 12, 2017

Bob Veres

Lifestyle, Money

0

What NOT to Skimp On Save and invest. Save and invest. Isn’t that all you hear when it comes to planning your financial life? An online article by an individual who refers to himself as “the Financial Samurai” makes a more balanced case regarding how you deploy your money. Yes, you should be capable of […]

We all know that inflation gradually erodes the value of our dollars, and you’re probably aware that this is one of the main reasons for investing in the stock market. If you hide your money safely under your mattress, it becomes incrementally less valuable each year depending on the inflation rate. To keep pace, you […]

False Positive? We’ve all heard about as much as we can take about the U.S. Fed’s multi-part QE program, and similar stimulus programs instituted by the European Central Bank. What they mostly have in common is the purchase of government and certain mortgage-backed bonds on the world markets, which has the effect of holding down […]

Why Rebalance? You probably know that your investment portfolio is being rebalanced on a regular basis, but you might not know why. Is it for higher returns? For maintaining the agreed-upon balance of investments that is in your risk tolerance comfort zone? Does rebalancing help manage portfolio risk? The answer to the above is “yes,” […]

December 8, 2017

Bob Veres

Tax, Taxation

0

Senate Tax Bill The U.S. House of Representatives passed its proposed tax “reform” bill last month, and now the Senate has followed suit. Interestingly, the two bills are different enough that the two sides are going to have to meet and hammer out a compromise. Here’s a quick glance at the provisions in the Senate […]

December 8, 2017

Bob Veres

Lifestyle, People

0

Formula for life If you’re looking for a quick list of ways to improve your physical and mental health, you could do worse than follow a list compiled by Bala Afshar, author of The Pursuit of Social Business Excellence, who works as “chief digital evangelist” for the Salesforce CRM organization. His list looks like this: […]

December 8, 2017

Bob Veres

Lifestyle, People

0

Making that Impression When you meet people, at work, in interviews, at parties, there is a lot of judging going on, and the good or bad impression you make usually isn’t based on the words you say. A recent article in Forbes magazine suggests that you’re most often evaluated on your unconscious behaviors, the things […]

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
TIAA CREF Account
Jefferson National Account
rF401k Account