Swan Capital Blog

Have I saved enough?

October 8, 2020

The one in 60 rule states that for every 60 miles you travel, every one degree you veer off course takes you exponentially astray from your final destination. To state…

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Is Your Spouse Ready?

September 30, 2020

We are all 100% terminal. I know that is pretty dark and stoic. A pandemic is not necessary for us to realize that life is finite regardless of how long…

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The Savings Pyramid

September 25, 2020

Growing up, the food pyramid gave me a visual picture to understand that it wasn’t so wise to eat 100% junk food. I understood by the simple graphic that moderation…

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IRA Exit Recipe

September 15, 2020

Let me ask you one question: Do you think tax rates over the next decade will be headed higher or lower? If you’re like the thousands of individuals I have…

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You Spend Income, Not Assets

September 3, 2020

Many retirees approach retirement with a healthy mix of unease and excitement. One of the most frequent questions I am asked is, “Andrew, what will be different when I retire…

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The Top 5 Financial Books To Read

August 27, 2020

Charles “Tremendous” Jones once said the only two things that can change your life are the people you meet and the books you read. I can tell you that has…

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Building Your Own Financial Plan

August 14, 2020

In my last blog, I talked about why you would not want to build your own financial plan. Well, if I couldn’t convince you, the guilt of thinking about you…

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Why Not To DIY

August 7, 2020

Many handymen feel pride when they build their backyard decks. Yet, they may regret it later when they find themselves involved in a frightening viral video. The video could show…

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Long Term Care on The Gulf Coast

July 28, 2020

Wow! Long term care can be expensive! But wait, it gets worse. Long term care (LTC) expenses are increasing faster than inflation,1  which means as our incomes are being outpaced…

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Financial Advisor Pet Peeves

July 23, 2020

Everyone has circumstances that just rub them the wrong way. A pet peeve can be like rolling around in itching powder, wearing a sack cloth, and then going for a…

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Your Retirement Fingerprint

July 16, 2020

Where do Americans go to research life’s most important questions? Most of the time, they go to Google. Regrettably, when you search “when should I take Social Security?”, more than…

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Compound Interest Combats Discrimination

June 30, 2020

Any educated human being, with a heart, believes discrimination and racism are wrong. After generations, we have all tried to eliminate stupidity and legislate morality, but were we successful? We…

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