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Don McNay

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Baby Boomer's Method to Occupy Wall Street

Posted: 10/07/11 11:29 AM ET

Look what's happening out in the streets
Got a revolution, Got to revolution

-- Jefferson Airplane


I've been expecting Occupy Wall Street to happen for the past three years.

Anger has been rising on Main Street since the bailouts and the million dollar bonuses. Washington and Wall Street spent so much time talking to each other that they never noticed and figured it had gone away.

It has not.

Since 2008, I've written over 100 columns on Huffington Post and my new book, Wealth Without Wall Street: A Main Street Guide to Making Money, is a guide to getting Wall Street out of people's lives.

If I were 22 instead of 52, I'd probably be out on the streets. Instead, like most baby boomers, I'm watching the revolution on television.

And supporting the protesters in a middle-aged way.

Wealth Without Wall Street was released a few weeks before Occupy Wall Street took place. Along with sharing in the protest, I offer concrete solutions for reducing the power of Wall Street.

In a chapter called, "Think Globally, Act Locally," I said:

I don't advocate marching in the streets or writing a letter to your Congressman.

A better form of protest is to set up your finances in a way that reduces the influence of Washington and Wall Street in your lives.

The book offers four steps to reducing the power of Wall Street over Main Street.

  1. Move Your Money from a Wall Street bank to bank or credit union in your community. Arianna Huffington and others at Huffington Post were the first to advocate this movement which has really taken off since Occupy Wall Street started. By moving your money. you decrease the power and influence of Wall Street. It may stop those trying stunts like charging five dollars to use a debit card as Bank of America wants to do.

    Local banks and credit unions will make sure that money is going back to your community. Use them as much as possible.

  2. Get rid of your credit cards. Most of them are issued by Wall Street banks. Dropping your credit cards will take money out of Wall Street's pockets and put it yours.
  3. Get rich slowly. A lot of the problems on Wall Street stem from their obsession with quick profits, in order to justify their million dollar bonuses.

    Those of us in the baby boom age range need to think about having money for retirement and for the rest of our lives. There are plenty of opportunities, off Wall Street, for people to develop a safe nest egg if they do it slowly over a long period of time. We don't need Wall Street to "trade" our money for us.

  4. If you fit into the world of self-employment, now is a time to think about it. In order to make Wall Street stockholders and bond holders happy, many large companies are laying off thousands of employees, or slashing their benefits and pensions. If you can use your skill sets in a business you own yourself, it is a better long term move.

The phrase "think globally, act locally" is one that baby boomers are familiar with. Although it is usually associated with the environmental movement, the best way to think globally, act locally is to do two things at the same time.

Every person can work toward being a good citizen. That includes supporting local businesses, being a good neighbor, and gaining financial independence.

Then, recognize that your individual actions can ultimately reduce the power of Wall Street and Washington over Main Street.

People of in every age group, in every part of the country, can do their share to help "Occupy Wall Street."

Even if we are watching the revolution from our living rooms.

Don McNay, CLU, ChFC, MSFS, CSSC is the bestselling author of the book Wealth Without Wall Street: A Main Street Guide to Making Money

McNay, who lives in Richmond Kentucky, an award-winning financial columnist and Huffington Post Contributor. You can learn more about him at www.donmcnay.com

He is the Chairman of the Board for the McNay Group (www.mcnay.com) which provides structured settlement consulting for injury victims, lottery winners, and the families of special needs children.


McNay founded Kentucky Guardianship Administrators LLC, which assists attorneys in as conservators and setting up guardianship's. It is nationally recognized as an administrator of Qualified Settlement (468b) funds.


 
 
 

Follow Don McNay on Twitter: www.twitter.com/Donmcnay

Look what's happening out in the streets Got a revolution, Got to revolution -- Jefferson Airplane I've been expecting Occupy Wall Street to happen for the past three years. Anger has been ris...
Look what's happening out in the streets Got a revolution, Got to revolution -- Jefferson Airplane I've been expecting Occupy Wall Street to happen for the past three years. Anger has been ris...
 
 
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05:37 PM on 11/02/2011
I absolutely support Occupy Wall Street and Move Your Money.

But I believe each of us need to take actions to fight the 1%.

Do you owe large high interest credit card balances? Are you making mortgage payments? If yes, you're probably paying hundreds of dollars per month in interest.

Maybe to a giant bank.

If you have high interest debt AND you're investing, are your investments growing by MORE than you’re paying out in interest? An average person pays more than $200,000 in interest on a $200,000 mortgage? If you pay $200,000 in mortgage interest while your investments grow by $200,000 – did you come out ahead?

We, the 99%, must rethink living deep in debt AND investing. We should consider stopping our monthly investments (other than what our employers match) and use that money to pay down debt. We may even need to cash in some investments to pay off really high interest debts.

The 1% are more powerful when we, the 99%, have more debt.

Debt free people don't fear foreclosure.
You'll save tons of money in interest by paying off debts early.
You'll take some of your money away from the 1%.
Debt free people can pay cash and avoid paying interest in the future.

If we need a credit card for car rentals, plane tickets, or internet purchases, let’s get one from a small local bank or credit union.
08:16 PM on 10/27/2011
I am a 58 year old female nurse from NH and I am not too old to Occupy. I have spent two weekends, one in Boston and one in NH, in a tent with other protesters. I work full time but my children are grown so I have the time to join the protest on the weekend. It takes me an 1 1/2 hours to go to the NH Occupy site and 2 1/2 hours to Boston but I believe in the protest enough to make the trip.
I am bringing my son-in-law and my grandson this weekend. Three generations!
OCCUPY!
09:21 PM on 10/16/2011
A common sense Occupy Wall St. agenda:

Debt Repudiation

1. Expunge all credit records/transactions post June 2008 from all individual credit reports going forward; reset all credit scores back to June 2008 levels.

2. Institute a temporary moratorium on foreclosures on all primary residences currently under water. Maintain agreed-upon interest rates but only apply to the actual current equity in the house until values increase beyond loan value.

3. Temporarily suspend all late charges on credit card balances and other similar loans.

4. Set a temporary maximum interest rate of less than 20% on all current credit card balances.

Jobs Stimulus Program

5. Pass the current Jobs Stimulus Program in full immediately – do not allow Congress to drag its feet over silly – and many times self-centered – politics.

6. Incentivize businesses to invest in programs that lessen their dependency on fossil fuels.

7. Institute a substantial direct government rebate on all American-made electric automobiles.

Fair Tax Policies

8. Roll back the Bush tax cuts on all Americans earning over $1 million dollars effective 2013.

9. Immediately begin taxing dividends and capital gains earned by those with income in excess of $1 million at ordinary income rates.

10. Tax proceeds from all Leveraged Buyouts and other job-destroying Wall St. tactics at 100%.

Stricter Regulations on Wall St.

11. Immediately re-instate the Glass-Steagall Act.

12. Severely limit Wall Street’s ability to create synthetic, high-risk derivatives and similar financial instruments.
11:03 AM on 10/10/2011
Great article. I don't think this applies to just baby boomers though, I'm not yet 40 and I think your words apply to me as well. I'd add the following advice to your list:

Move your mortgage - If you're buying a new home or refinancing your mortgage, apply at a local bank.

Move your retirement accounts - Local banks have IRAs as well. Invest your money in bonds for some local government in your community (say your school district). Whatever you do, don't invest in stocks or mutual funds. Keep the money local.

401(k)s - Unless your lucky enough to max out your annual IRA contributions, only invest in a 401k enough to receive a match. If you get no or a poor match, don't contribute. Your IRA is better. Rollover to your IRA as soon as you can. Invest in the Money Market fund to limit the damage you do to future generations.
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ziggrl
Independant
06:29 PM on 10/09/2011
Don't rip up your credit cards, just stop using them!! Keep them open because you will need them if you lose your job. And if you rip them up, then lose your job, you don't qualify to get another credit card.
11:18 PM on 10/08/2011
It seems odd to me that the writer "supports the protesters" then turns around and recommends to "set up your finances in a way that reduces the influence of Washington". Isn't this EXACTLY what the big corporations are doing? They move jobs and facilities as far from Washington as they can get them. No surprise there. Gee... I wonder if those "rich people" that Obama is bashing right now are smart enough to figure out they, too, can move their money overseas and out of the hands of greedy politicians? I wonder how many jobs will be lost as "the rich" move their money and its invested overseas instead of here? At least while we sit in the unemployment line we can sure feel good about Obama "sticking it to them". Btw, how come NO stories on the homeless? They all disappear or something? It couldn't be a biased media could it? Hmmmm?
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drkazmd65
Mom Taught me - Question Everything - Thanks Mom!
02:56 PM on 10/09/2011
As I see it - setting up your personal finances in a way that mimimizes the quantity of money you 'donate' to the banksters - is a good idea, period. The fact that doing so parallels the goals of the 99%-ers actually doing the protesting of Wall Street is merely a bonus effect in my mind.

I (however) don't see how doing so is exactly what the Big Corporations are doing. Seems to me that they are doing their best to make sure that their money buys the most loyal politicans that they can find on that market - so they attempt to reduce the impact of what DC does by buying DC.
06:13 PM on 10/08/2011
Sadly, it is us against whom our children are protesting.... I explain further on my blog: www.adviceforboomers.com
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atravelinturtle
insideofadog,it'stoodarktoread
08:34 PM on 10/08/2011
Sadly, you are wrong. Even admitting to not reading your blog, I'm not the "us" with you.

I'm old and I'm with the kids.
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drkazmd65
Mom Taught me - Question Everything - Thanks Mom!
02:57 PM on 10/09/2011
Same here - at 46 I am most certainly NOT a kid at this stage. Then again - I am a first-year Gen-Xer, and not a Boomer.

But either way - I'm with them.
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shelbyanne
the unseen eye is watching you
11:00 PM on 10/08/2011
Are you filthy rich? Then it is. Are you republican? Then you think you are.
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Charles Queen
I am a disabled nam vet
04:44 PM on 10/08/2011
The right to protest,as long as it's done in a peacefull way with no violnce and or destruction of property
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shelbyanne
the unseen eye is watching you
11:04 PM on 10/08/2011
Rich people, the ones who pay no tax, get the best police protection. But not all rich people are crooks. Their tax layers are.
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Charles Queen
I am a disabled nam vet
11:23 PM on 10/08/2011
You definitley made a very smart and insightful point my friend.You'r 100 perent right too without a doubt.If one has the bucks er say then they can get just about whatever they want,especially pertaining to protection,that was definitely the truth that you made known.I agree with you 100 percent about it all
11:54 AM on 10/08/2011
Nationalize our banks

http://motherjones.com/mojo/2009/03/how-nation%E2%80%99s-only-state-owned-bank-became-envy-wall-street

http://www.huffingtonpost.com/2010/02/16/bank-of-north-dakotasocia_n_463522.html
10:56 AM on 10/08/2011
I think the posts are valid.however,what are the downsides of moving your money.
I do not/can't belong to a credit union. Rip up my credit cards---you betcha---but
in todays world you need one. What guarantee is there that the "local banks" would
not raise fees on their services? When you rescind or tear up your current cards;
possibilities exsist that your credit rating would be effected. Any answers.
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RhiannonRings
Childfree and loving it!
11:59 AM on 10/08/2011
Why can't you join a CU? There are many now that are open to the general public.
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shelbyanne
the unseen eye is watching you
11:05 PM on 10/08/2011
Medication might help.
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07:32 AM on 10/08/2011
Getting a handle on our personal economics is not just about where we park our money or credit cards or Wall Street or nest eggs, etc. More fundamentally, it's about examining the way we've been conditioned to think about wealth and then taking steps to change our thinking and our practices. Some suggested further reading for readers of this post: How Much Is Enough?: The Consumer Society and the Future of the Earth by Alan Durning and Voluntary Simplicity: Toward a Way of Life That Is Outwardly Simple, Inwardly Rich by Duane Elgin.
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RhiannonRings
Childfree and loving it!
12:00 PM on 10/08/2011
Very true, and thanks for the reading suggestions, I will be checking those titles out!
12:25 PM on 10/08/2011
and may I also suggest 'The New Good Life' by John Robbins
11:23 PM on 10/08/2011
Thank you! Its easy to start thinking that spending = wealth. The truth is that you're a slave to your stuff and living with less is true financial freedom.
12:23 AM on 10/08/2011
The boomers are the mist selfish generation our country has ever seen, which is sad because their parents were the best ; arguably a lot of the mess we are in is their fault and now my generation will be paying for their healthcare and social security (since they already spent the money) for the next 20 years.
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racetoinfinity
racetoeternity
04:06 AM on 10/08/2011
You're painting with a very broad brush. A lot of the baby boomers were part of the 60s growth in consciousness and protest against war and social inequality, and a lot of the OWS and OT people are baby boomers.
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RhiannonRings
Childfree and loving it!
12:02 PM on 10/08/2011
Baloney! So much for the sweeping generalization!
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Kane
Now with 20% More Fiber!
12:06 AM on 10/08/2011
If you look at the images of Occupy Wall Street, you'll notice that there are a number of baby boomers who are actively participating in the streets, not content with watching comfortably from their couch. While the fiftysomethings and sixtysomethings may not have the energy to march several miles or the desire to camp out under the stars in a sleeping bag, they do have a wealth of life experience to offer.

A famous boomer once said, 'Eighty percent of success is showing up.' What better way to connect with the younger generation than to take a little time out of your day (maybe this weekend) to show up at a local Occupy Wall Street protest to listen firsthand what people are saying and to show your support for the cause. If not now, when?
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Eddie VanderMolen
take media to task
05:18 PM on 10/10/2011
I think the quote is Woody Allen; 90% of life is just showing up. But, I totally agree with you. If anything attend a general assembly that any local occupy protest is doing. Just go on Facebook and search for an occupy near you.
10:07 PM on 10/07/2011
I've only ever used a credit union. Haven't used a bank, ever. Best document ever: Goldman Sachs consulting in the [blank] industry stating to moved Fixed Costs (employee salary and benefits) to Variable Costs (the revolving door of temps, downsizing, offshoring). Let's move Goldman Sachs to unemployed banker status. If the US needs an investment bank, I'd give the task to the head of the State Bank of North Dakota.
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goodmarina
Most People use Religion to justify their bias!
11:56 PM on 10/07/2011
Credit Unions are not only local - but their service is personal.   I have nothing but good things to say about my Credit Union experiences ... and moving my accounts away from Chase and Wells Fargo was the best money decision I ever made!
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RhiannonRings
Childfree and loving it!
12:04 PM on 10/08/2011
Same here. I left WF earlier this year and I'm so glad I'll never walk through their doors again. Now to get off the Chase cc...
09:36 PM on 10/07/2011
We need to be much better educated consumers. I recently started purchasing my coffee from on online retailer. The coffee was fresh roasted and absolutely awesome. And was priced a few cents more than most of the stale grocery store brands. This not only benefits me, but helps create jobs for small businesses.