President Trump’s Unlikely Victory and the Markets

With the election of Donald Trump as President, we expect a wild ride in the investment markets. Indeed, they are already turning sharply negative due to the uncertainties ahead (recalling that the markets hate uncertainty). Will the new President really build an expensive wall across our Southern border? Will he introduce legislation that will nullify the Affordable […]

Understanding Your Social Security Benefits; Changes April 2016

Recently, enjoying a dinner out with good friends, I learned my girlfriend’s husband was about to turn 66.  I tried to focus on the fabulous dinner, but honestly, I was thinking, “What are your plans for claiming Social Security benefits?”  A financial planner plans in so many environments, not just in the office! When the time was right, I asked! […..]

A Little Irish Inspiration – Living Simply and Happily

“May the road rise to meet you…” and other pearls of wisdom inspired by St. Patrick’s Day. Green beer, corned beef, and the traditional Irish blessing that starts “May the road rise to meet you…” receive varying degrees of attention and contemplation—depending on your proclivities—around St. Patrick’s Day. Regardless of your opinions on beer and Irish food,[…..]

And now, for something completely different…

I recently read a blog on the Harvard Business Review that described “Nine Things Successful People Do Differently” and was struck by the number of these things that we do at Inspired Financial (which confirms what I’ve always said about us being different). For example, we are in the home stretch of an enormous software and service[…..]