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 […]
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Tag: financial planning
The Four Paths of Retirement
What is your retirement going to be like? If yours is like the experience of others, it will likely follow one of four paths of retirement. Which one of the […]
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How To Determine When To Claim Social Security
I thought figuring out when to claim Social Security would be one of the more complicated decisions we’d have to make in retirement. I was wrong. In less than 15 […]
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The 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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Revisiting Our Drawdown Strategy After 3 Years of Retirement
A year before I retired, I wrote Our Retirement Investment Drawdown Strategy as our plan for how we were going to manage the transition from Accumulation Phase to Drawdown Stage […]
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The 10 Most Popular Posts of 2021
As my final post of the year, I’ve decided to share the 10 most popular posts of 2021. In case you missed any, now is your chance to catch up […]
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My List of The Best Retirement Books
If you, or someone you know, is within 5 years of retirement, I can think of no better holiday gift than giving them one of the best retirement books available. […]
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Rethinking the 4% Safe Withdrawal Rule
The 4% safe withdrawal rule is a well-known “rule of thumb” for those planning for retirement. One thing it has going for it is that it’s simple to apply. If […]
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How Much Time I Spend Managing Our Money
In the 5 years before I retired, I spent a lot of time managing our money as I prepared our portfolio for the transition from the “Accumulation Phase” to the […]
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My Evaluation of a Powerful New Retirement Tool: RISA
I recently discovered a new retirement tool, and it’s worth sharing with you. Today, my evaluation of “RISA”, a tool that can provide real value for your retirement planning. I […]
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