Life is full of surprises. That fact doesn’t change in retirement. Today, we will look at some common retirement surprises, based on a fascinating study I just read and felt […]
Read moreTag: retirement savings
The Golden Age of Roth Conversions
Do you want to avoid future regrets? I’m no prophet, but I suspect I know a regret that many Baby Boomers will have in the coming decades. That regret? Their […]
Read moreWhy I Sold Our Target Date Retirement Funds
If you’ve been saving for retirement, you’re likely familiar with target date retirement funds. These funds allow you to choose your expected retirement year (e.g., 2025) and they automatically rebalance […]
Read moreWhy Is It So Hard To Spend Money?
It’s hard to spend money. I made a spending decision for my 60th birthday. Big news, right? Not normally, but for some reason I had a difficult time with what […]
Read moreHow To Build A Bond Ladder
I always knew the time would come for me to learn how to build a bond ladder. That day has arrived. Today, a step-by-step tutorial on how (and why) to […]
Read moreA New Free Tool To Manage Your Asset Allocation
I just created a free new tool for you to kick off the New Year and today I’m sharing it with you, along with screenshots and detailed instructions on how […]
Read moreSaying Goodbye To The 401(k)
She’s been a part of my life for 38 years, but the time has come to say goodbye. With a dedicated line on my Net Worth statement since 1985, it’s […]
Read moreThe Bucket Strategy In A Bear Market
The bear has come out of the woods. The question is: were you prepared? We implemented the bucket strategy as our defense when I retired 4 years ago, and this […]
Read moreHow Real People Manage Their Money In Retirement
Managing a personal portfolio is always a challenge. It’s something we typically do alone (or with an advisor) and we seldom get insight into how others manage their money in […]
Read moreThe 5 Most Important Factors In Your Decision To Retire
Making your decision to retire is a difficult one. So many factors. So many uncertainties. So many unknowns. Which factors are most important, and which aren’t? Among all of the […]
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