Author Archives: Barrett Porter

The Alpha Boomer Anti-Retirement

My friend Jim likes to torture his friends with emails that showcase his exotic vacation du jour. We scowl at Jim because we’re usually viewing these wonderful images during our workdays. We envy his perfect alpha boomer lifestyle. Alpha boomers … Continue reading

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Lessons from the Wolf

By the time the 10th person asked me if I had seen The Wolf of Wall Street, I knew I had to go. I’m guessing that I kept getting asked because I work in financial services, and people automatically assume there … Continue reading

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Spend Now, Retire Later

My Friend’s Addiction My 55-year-old friend, John, just came clean about an addiction – He watches CNBC every weekday morning for about 2 hours. By my count, if John’s habit started 10 years ago, he’s logged more than 5,000 hours … Continue reading

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A Buddhist(ish) Investment Experience

People often learn about Abacus through The Shambhala Sun, a publication that focuses on the benefits of mindfulness and meditation practice. The readers of this magazine who contact us are usually seeking a financial planning and investment management firm that shares … Continue reading

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The Not-So-Great Home Investment

I have a confession. I love real estate and I think everyone should own some. My dear friend Craig, a commercial real estate guru, would admit that it took him about three years to realize that I’m not a “stocks guy,” … Continue reading

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Self-Employed: Earn Long and Prosper

Self-employed (SE) people have a unique opportunity to maximize their after-tax income later in life. While most SE people use traditional 401(k) plans and SEP IRAs to save for the future, I’m encouraging my SE clients to consider an Individual … Continue reading

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My 7 Cents

About two years ago, I gave myself permission to impulsively buy art at a nonprofit event. Normally, I tightly control my giving, but this was a moment where I was able to be spontaneous – only because I had created … Continue reading

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Investment Lessons from a Gay Bar

When word got out that Russian President, Vladimir Putin, signed a bunch of anti-LGBT laws, the LGBT community responded: “Boycott Russian vodkas.” Easy enough. I followed the lead of pro-human rights bar owners and consumers and ditched the famous Russian … Continue reading

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Same-Sex Marriage: More to Spend, More to Give

Now that DOMA is crumbling, married same-sex couples have some new opportunities to simplify their lives, reduce their taxes, and boost their incomes. There is still some unfinished business around whether or not same-sex couples will receive the full umbrella … Continue reading

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More Income, No Kids

Live with a Lot, Die with a Little Many of you have heard about the dual-income-no-kids (DINK) community. There is a growing population, gay and straight, single and married, who are opting to have a child-free life (except the occasional … Continue reading

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