Recent Posts by Mark Kenison

4 ways to avoid charity scams this holiday season

Written by Alyssa Pry, Personal Finance reporter, Yahoo Finance, 12/3/18 After the shopping bender of the holiday weekend comes the sobering Giving Tuesday, a day to donate to charitable causes and give back to others. Last year, Americans donated $300 million to charities globally, and Tuesday starts the “season of giving,” says Michael Thatcher, CEO…
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The most reliable recession indicator has been deteriorating

From Yahoo! Finance today, written by Scott Gamm The most accurate gauge of recession risk is starting to show signs of weakness. Weekly initial claims for unemployment insurance rose to a six-month high of 234,000 for the week of Thanksgiving, an increase of 10,000 from the prior week.  This is the third week in a row of increasing…
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The 10 Commandments of Retirement

This is a great 2-3 minute read, written by Richard Quinn.  His blog can be found at Quinnscommentary.com We’re faced with a host of thorny retirement issues: Keep Social Security solvent. Make Medicare affordable. Many Americans aren’t saving enough. They want to retire earlier than they can reasonably afford. They’re effectively financially illiterate. But in…
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Saving enough for a happy retirement may be easier than you think

A great 2-3 minute read I found today on Marketwatch, written by Alessandra Malito Your future self is counting on you! Want to have a comfortable retirement? Stop focusing on the stock market and focus on yourself instead. Simple choices — putting money aside for retirement, increasing contributions once a year, holding tight during market…
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As 2018 Ends, Year-End Tax Planning Is More Critical

This is a great article I found on www.CPApracticeadvisor.com Last December’s tax-reform bill upends conventional tax-planning strategies and dramatically changes the landscape for this year’s tax filings. The good news is that there is still time to ease the pain of the upcoming filing season – even this late in the year. To help individuals…
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Planning for decades in retirement isn’t for the faint of heart

This article was written by Jill Cornfield and published on CNBC today. With longer life spans in sight, more than a third of U.S. workers say it would be a financial hardship to live past the age of 85, according to the newest Wells Fargo retirement study. One kind of person isn’t worried, though. People…
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12 Money-Smart Gifts to Give During Retirement

This was a great, and appropriate article I found today on U.S. News & World Report, written by Rachel Hartman. If you have any other good gift suggestions, please leave a comment at the bottom of this post. With the holidays approaching, you may be receiving wish lists from children and grandchildren. And the larger…
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3 Reasons Investors Shouldn’t Leave the Old 401(k) Behind

Great read from U.S. News & World Report, by Kristin McFarland Highlights Combining old 401(k) monies into one IRA will simplify your life and make it much easier to manage the money Disorganized financial life leads to major financial stress IRA accounts offer a much broader selection than most 401(k) plans, and most likely better…
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