An old man is knocking at my door. At some point, he’ll find a way to get in. Once he enters, I know he’ll be here to stay. Until then, […]
Read more
Tag: contingency planning
Vanguard’s Security Audit – What I Learned When I Took It
I got an email yesterday, and I suspect all of you who use Vanguard received the same. It’s rare for me to write within one day of something happening, but […]
Read more
Do You Really Need a Trust? And Other Estate Planning Questions Retirees Ask Most
In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even […]
Read more
The Case for an All-Weather Approach
Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […]
Read more
3 Questions That Determine 99% of Your Retirement Success
We all know the importance of planning when it comes to achieving retirement success. But what, exactly, should you plan for? Today, we’re boiling it down to the three questions […]
Read more
How To Choose The Best Medicare Plan For You
This post contains Affilliate links which will pay a small commission to me (at no cost to you) if you order through the links. A question has been plaguing […]
Read more
5 Top Regrets of Retirees (and how to avoid them)
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 […]
Read more
What If Stocks Only Rise 3%?
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 […]
Read more
Why I Write A “Love Letter” Every Year (and you should, too)
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, […]
Read more
On Your Own
As we age, it’s normal to become more empathetic toward widows and widowers. We see friends go through the struggle of losing their spouse and deal with that difficult transition […]
Read more