Author Archives: Barrett Porter

The Volatile-Income Saver

Ever heard the story of the guy who burned through an entire fortune worth $150 million and still has debts to pay?  If only Cher could have delivered a 2nd smack on the cheek of Nicolas Cage and another “snap … Continue reading

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The Pre-Retiree Portfolio Tune-Up

If you’re a baby boomer who is about to shift from being a saver to a spender, you have at least one thing on your mind: “Is this market rally going to turn into a market correction the day after … Continue reading

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Donate Now, Give Later

Baby boomers who are in the final decade of their high-income years might want to stop using their credit cards and checkbook to give to charity. There’s a better way to be generous and reduce your taxes at the same … Continue reading

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The Debt I Love

If the home-owning MINK (more income, no kids) community really wants more income, they may want to start by increasing their debt. Yep, that’s what I said. Almost every semi-retired baby boomer I work with informs me that they are … Continue reading

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Breaking Bones for Charity

As a career-oriented businessman with no kids (or intention to have any), I can’t help but feel some sense of obligation to be charitable. And it gives me a card to play when my friends with kids tell me how … Continue reading

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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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