This is an introduction and overview to a new retirement series. The series will be extensive. It has to be.
Retirement readiness is not just about “how much do I need” or “five tips to a complete re...
This the third part in the New Retirement series.
Should you pay off your mortgage before you retire? This is probably the most common question posed to me (along with “will we run out of money”) in t...
The latest data dump leaks, the largest in history, were released this week by the International Consortium of Investigative Journalists.
The Panama Papers, so called as the leaks came from a Panaman...
Already we have passed the first day of spring, April Fools’ Day and are headed into an early summer.
Last week’s article was a story about an island, the Acqua Isle, a small island with a small popu...
This is the story of an island, the Acqua Isle. Idyllic in nature, hardy in purpose, the remote island has survived global forces of nature. It has existed as a comforting habitat for many hundreds of...
The Bermuda Retirement Primer — part 2A: managing for a comfortable retirement
The number one documented concern for retirees the world over is outliving retirement savings. The reason: the income fr...
Welcome to the New Bermuda Resident Retirement Primer, a series of articles to be featured in The Royal Gazette every month, or more often, on demand.
We will cover the gamut of retirement planning i...
Part two of lowlights in the 2016-2017 Bermuda Government Budget, a 54-page, meticulously prepared document containing shrewd observations on our local environment: finances, investments, government i...
Meticulously prepared, the Budget is 54 pages long, replete with charts, statistics, analogies, historical data, and some very cautious optimism. It contains shrewd observations on our Bermuda financi...
Romance is a spontaneous, glorious happening, but as a foreign national, immigration into, and taxation within another country (in our composite case, the United States) requires pre-border crossing p...
