Best Execution, Evernote
Feb 17Evernote, Keep track of everything I found this site after reading a Wall Street Journal article. As I read the article it became clear to me to use this site as my personal “well –organized, searchable, private digital repository, all the notes you create, clips from Web pages,…. emails and more.” I keep notes and rip out pages of articles I like from magazines on topics…
CONTINUE READING >Organize, Part 4, Power of Attorney
Feb 15General Power of Attorney With a Will and Minnesota Health Directive done, the next item on my TO DO LIST was to generate a General Power of Attorney for the both of us. This document gives someone the authority to act on my behalf on the following types of transactions: Real Estate Transactions Tangible, personal property transactions Bond, share and commodity transactions Banking transactions Business…
CONTINUE READING >Best Execution, Credit Cards…the more you spend the faster you can retire!
Feb 10Cash Back to your IRA Here is the link for the Fidelity Visa: https://www.fidelity.com/cash-management/visa-signature-card Fidelity offers not only a Visa but an American Express card that pays 2% into your IRA account. Costco is moving from American Express to Visa in April 2016 in Minnesota. I started 2015 with the Fidelity American Express Card earning 2% and having it deposited into my Fidelity IRA account. With…
CONTINUE READING >Baby Boomer Retirements create Opportunities
Feb 06The attached article describes how the Baby Boomer generation is not like any previous retired generation. This is the generation of spending. They (business and community leaders) see an unprecedented, multibillion-dollar opportunity to offer new products and services to an active demographic group expected to live longer than previous generations. We will continue to see this generation work longer and spend more than previous generations.…
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