There’s a story behind this story, but I’m going to save “That Story” until the PS at the end (don’t miss it, it’s golden). With that disclaimer, let’s get started. […]
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Tag: Personal finance
60/40 vs. Buckets During The Lost Decade
Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k, […]
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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 […]
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From Concept to Practice: What an All-Weather Plan Looks Like for Me
In my last post, The Case for an All-Weather Approach, I wrote conceptually about what it means to build something sustainable, rather than something that only shines in ideal conditions. […]
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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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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 […]
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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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Scared To Spend? (You’re Not Alone)
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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2024 Retirement Charts
I’ve always loved charts. Done well, they offer a great opportunity to learn a lot in a short amount of time. If you’re a chart-lover like me, you’re going to […]
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From Food Stamps to FIRE (A Case Study on Retirement Planning)
Note: This post includes Amazon Affiliate links, which will compensate me at no cost to you if you order through the links. Most of us enjoy hearing inspirational stories. It’s […]
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