Archive - January 8, 2010

1
You Can’t Argue With Success … But You Can Define It (Part I of II)
2
Smart Social Security Decisions for Women
3
Issues to Consider Before You Get Married Over 55

You Can’t Argue With Success … But You Can Define It (Part I of II)

Whether or not you’re the resolution type, the arrival of a fresh new year offers as good an excuse as any to revisit life goals. What does “success” mean to you and yours? Allow me to share how my wife Sarka and I defined it for ourselves when we founded Posey Capital Management.


Before Posey Capital I started life as an accountant/CFO, became a corporate tax lawyer and launched my investment advisor career from within the insurance industry. These weren’t bad ways to earn a good living, and the years of experience gained during that time certainly helped us shape

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Smart Social Security Decisions for Women

The US Department of Labor estimates that almost 90% of women will end up solely responsible for their financial well-being.  Given that women tend to earn less than men over their lifetimes to begin with, and may spend a good deal of time out of the workforce to care for families, women facing retirement may have fewer retirement resources, maximizing Social Security benefits available is critical.

The first thing for women (and men for that matter) to understand is how Social Security benefits are calculated in the first place.  To be eligible for Social Security, you need to have been …

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Issues to Consider Before You Get Married Over 55

A fair number of us over the age of 55 are single, and if we are lucky, there is a chance that we may fall in love. The question is: “Does getting married make sense at this point in our lives?”

Years ago, I was working with a couple, and the husband had a terminal disease. Several years after he passed away, I made the comment to “Mary” that should she ever meet a special someone, there are some issues to consider before getting married.

Six years later, Mary called all excited that “Ed”, a long-time friend, had proposed to …

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