Mentor Monthly Missive – July 2014

Coalition backs more $$ for SEC

Bravo to the Financial Planning Coalition, which is backing legislation that would raise fees for investment advisers to increase the “dangerously low” number of exams the Securities and Exchange Commission currently conducts. The best way to protect consumers is to beef up examinations – which should be targeted at the riskiest of operations: For example […]

Bureaucrat-think

So the government wants to stop U.S. companies from moving overseas for tax reasons. The solution? Make the U.S. corporate tax environment even more onerous. This is typical of the way bureaucrats think. They fail to consider that businesses, like consumers, do what’s in their own financial best interests. A friend commented that it […]

Obamacare credit for small biz health insurance

Obamacare’s web site for small businesses to sign up for health insurance is still non-functioning, but it has a working calculator to find out if you qualify for a tax credit: https://www.healthcare.gov/shop-calculators-taxcredit/ Be prepared to enter current year projected numbers for: full-time employees; part-time employee hours; total wages; whether the employer will pay 50% or more of […]

Strike Out ALS 5k July 15th, 2014

Team Prepare for Glory will be running/walking/strolling again this year to fight ALS. The event will take place at US Cellular Field with an MLB All Star game watch to follow. Join us or make a donation as we remember John Piegari. Strike Out ALS

Frontline: The Retirement Gamble

Here is a piece from Frontline on the Retirement Gamble from last year. It is a longer video, but worth the time. Frontline: The Retirement Gamble

Excellent eight

A key element of managing wealth is setting the stage for an enjoyable retirement. Here are eight rules we recommend to ensure success during the Golden Years: Limit distributions from your retirement savings to a “safe” amount, say between 3% and 4%, depending on the makeup of your portfolio. Stay flexible in your spending, so […]

Mid-Year Resolutions

As the mid-year and second quarter come to an end, we wanted to see how your New Year resolutions were working out. Did you set some savings goals in January? Were you going to invest your tax refund from the IRS in April? Were you finally going to increase your 401(k) contributions in June? If you […]

Nope – not us!

MedicalJane, a web site that bills itself as the No. 1 resource for medical marijuana and cannabis activists, reports that Mentor Capital will invest $140 million in the medical marijuana sector. To clear up any confusion: That’s not us. It’s a California (of course) concern that invests in startups and acquires early-stage companies in the […]

Mentor Monthly Missive – June 2014

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