On a random weekday earlier this month, a few hours of unexpected free time materialized on my calendar. My eyes quickly darted to Bill Bengen’s new book, A Richer Retirement: […]
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Tag: financial planning
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 […]
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Why My Airbnb Lost Money…and Still Felt Like a Win
I moved to Arizona on August 1, 2001, and spent the next four years working with various CPA firms across the Phoenix and Scottsdale area. At one of those firms, […]
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How Social Security Spousal Benefits May Change My Claim Date
After 18 years of writing about Social Security and conducting hundreds of analyses for singles, couples, widows, widowers, and divorcees, I figured I had my own claiming strategy nailed down. […]
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My Biggest Surprise in Retirement
Surprise! Fritz here. I know I said I was retiring from full-time blogging, but we’ve just started a two-month home expansion project (a 700 sq ft addition), and our house […]
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Retirement – My Journey From “No, Never” to “Maybe One Day”
When Fritz and I agreed to this experiment, we had no idea what to expect. Who knew my sparkle bomb of an idea (sharing my own thoughts on retirement on […]
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3 Levels of Retirement Readiness: Where Do You Stand?
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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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 […]
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10 Steps To Prepare Your Finances For Retirement
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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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, […]
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