Helping People Achieve A Great Retirement
Retirement is a difficult transition. Retirement Readiness is the key to making it easier. As I was preparing for retirement, I talked with some of my co-workers who retired before […]
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I read something a while back and it penetrated my brain. It’s a story of wealth, but it’s more than that. When I first read the story, my initial impression […]
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No one likes having regrets. And yet, we all have them. Regarding the regrets of retirees, a recent study reveals some interesting findings that we can all learn from. Studying […]
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On January 1st we conducted our Annual Financial Review for our retirement portfolio. I’m smiling. Since I retired in June 2018, the S&P 500 has had a nominal annualized return […]
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Note: This post includes Amazon Affiliate links, which will compensate me at no cost to you if you order through the links. If I had to name one profession that […]
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I’m posting the 10 most-read posts to close out the year. If you missed any, here’s your chance to see the most popular posts of 2024! The Most Popular Posts […]
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My friends at Apex Money recently shared an article that made me think. The article was from the Harvard Business Review and highlighted 7 Hidden Traps of Retirement, which the […]
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After years of saving during your working years, what changes should you make to prepare your finances for retirement? When your paycheck stops, you’ll depend on your portfolio to fund […]
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None of us want to die. All of us will. In preparation for that inevitability, I write an annual “Love Letter” to my wife. In the event of my passing, […]
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It’s hard to spend money in retirement. I get it. I’ve been there. That paycheck has stopped, inflation is rampant, and you’re afraid your money may run out before you […]
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