Posts By: Jeremy Kisner

| Weekly Insight

Weekly Insight: Amazon vs. Walmart

The biggest news of the past week was Amazon’s announcement that it is buying Whole Foods. What’s the big deal? This is just a run of the mill merger in dollar terms at $13.7 billion. In fact, it ranks as only the fourth largest merger in the history of the…

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Weekly Insight: Retiring Abroad

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation…permanently? Retiring abroad…

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Weekly Insight: Robots in Retirement Homes

Last week, I asked a friend who lives in Silicon Valley and works at Google: “What is the hottest area in technology right now?” Without hesitation he said, “Machine learning/robots.” Many people have mixed feelings about robots. The common concern is that robots are going to take jobs from traditional…

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Weekly Insight: Early Retirement

Some people never want to retire. In fact, some research shows that the happiest seniors are those who continue to work, at least part-time, as long as they can. Nevertheless, others cannot wait to retire and are focused on achieving financial independence as soon as possible. Few things give you…

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Weekly Insight: How Long Can This Bull Market Last?

People have been asking me for the last year: “How long can this bull market last?” The answer is: a while longer. Usually, investors ask this question because they are trying to time the market. Bad idea. The real question they are asking is: “Should I get out of the…

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Weekly Insight: Preparing Kids to Inherit Wealth

It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as Baby Boomers leave their assets to their children and grandchildren. There’s an army of estate planning attorneys and financial advisors who are ready, willing, and able to help with the…

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Weekly Insight: When Annuities Make Sense

There has never been a financial product that is more misunderstood, misrepresented, or over-sold than annuities. I am the first to admit that annuities have drawbacks (e.g. fees, surrender charges, and limited growth potential). That being said, I firmly believe that annuities can be a great fit for many retirees….

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Weekly Insight: Should Retirees Keep Their Life Insurance

Often retirees own life insurance that they bought many years ago when their needs were different. The purpose of most life insurance policies is to make sure your family will be okay if you are no longer around to earn a paycheck. So, now that you have burned your business…

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Weekly Insight: Self Driving Cars

The idea of a self-driving (autonomous) car is just about as old as cars themselves.  However, advances in radar, laser light, GPS, odometry, and computer vision are going to make self-driving cars a reality sooner than most people think.  Currently, the versions of automated cars permitted on public roads are not fully autonomous. They…