In January, I started a Retirement Mastermind group in the mountain town I call home. Today, I’m sharing the story of how the group came to be and, more importantly, […]
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Tag: financial planning
How 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 […]
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Is The Bucket Strategy A Cheap Gimmick?
He called it a “cheap gimmick,” so I challenged him to a duel. Strap in, folks, we’ve got a doozie today… It’s always good when two people with strong opinions […]
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A 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 […]
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Were You Nervous Before You Retired?
“Were you nervous before you retired?” I was recently asked that question, and it brought back a flood of memories from my “near-retirement” days. I suspect most of us were […]
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Saying 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 […]
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The 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 […]
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Reimagining Retirement (A Book Review)
According to Goodreads, I’ve read 70 books in recent years, including 18 on the topic of retirement planning. The photo above is the shelf in my writing studio where I […]
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Escaping From Cubicle Hell
Were those three guys successful in their 1962 escape from Alcatraz, or did they die trying? Hold that thought… I’ve been in a unique position through the global pandemic of […]
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Evaluating Health Insurance Options For Early Retirement
One of the most common concerns I hear from readers is finding health insurance options for early retirement. Insurance is something most of us have received for years from our […]
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