Weekly Notables

from the Desk of Brian Bickett, CFP®

for the Week of September 11, 2019

Please enjoy this issue of “Weekly Notables”…

This week’s edition begins with an economic article on August’s Jobs Report released last week showing the Mining and Logging sector as one of the largest declines.

From there, we have a retirement article detailing our inability to make accurate predictions and mistakes made in the first 2 years of retirement.

We also have an estate planning article reporting on some of the issues and considerations when you are designated as the executor of a family member.

Lastly, we wrap up with a motorcycle article breaking down the cost of charging an electric Zero SR for the past year while covering 5,901 miles.

I hope you find value in at least of of this week’s articles and that you enjoy the new format.

Enjoy the ride of YOUR life!

— Brian

Find Your Financial Roadmap.

Brian can help you develop a roadmap to get you from where you are to where you want to go — and then put it in action, making your money work for you to avoid behavioral mistakes.

Where The Jobs Are – In One Chart

(Thomas Franck, CNBC) –  I thought you would find this market article interesting because it simplifies last week’s job report into a single chart.  Unfortunately, one of the biggest declines was in Mining and Logging.

Nearly 2 Years Into Early Retirement – Here’s What I Got Wrong

(Chris Mamula, MarketWatch) – I thought you would find this retirement article interesting because it explores our inability to make “accurate” predictions and 4 errors he made in the first two years of retirement.  While he early retired at 41, the article provides valuable considerations for anyone approaching retirement at any age.

Sorting Out a Loved One’s Estate is More Work Than You Think

(Bill Bischoff, MarketWatch) – I thought you would find this estate planning article interesting because it walks thru the many considerations and some of the obstacles that comes with being the executor of a family member’s estate.  It also provides insight to some issues that can be prevented if addressed properly.

Are Electric Bikes Cheaper to Run Than Gas Bikes?

(Justin Hughes, RideApart) – I thought you would find this motorcycle article interesting because it compares the annual “fuel” cost of operating the electric Zero SR for 5,901 miles to the typical gas-powered motorcycle.  The article explores how, like most decisions in life, there’s more to consider than just the numbers.

Where’s Brian?

Riding back from St. Louis after the XYPNLIVE 2019 conference……

Additional Articles You May Find Interesting

Presidential Election, Volatility, and the Long View

Presidential Election, Volatility, and the Long View

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CARES Act – Returning unwanted 2020 RMDs

CARES Act – Returning unwanted 2020 RMDs

Article written by Brian Bickett   One of the key provisions of the CARES Act, the coronavirus relief act that took effect this spring, permitted retirement account holders to bypass required minimum distributions (RMDs) for 2020. RMDs are the annual withdrawals...

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Summary of the 2020 Social Security Trustees’ Report

Summary of the 2020 Social Security Trustees’ Report

The Social Security Board of Trustees released their annual report at the end of April once again this year.  The report for 2019 spans 276 pages that go into detail about the current financial status, future assumptions, and projections.  Once again…

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Brian Bickett, CFP at Iron Mountain Financial Planning, LLC

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