Call me a nerd, but I love studying retirement statistics (for the record, I prefer to consider myself curious). When something as dramatic as COVID comes along, it really makes […]
Read more
Helping People Achieve A Great Retirement
Call me a nerd, but I love studying retirement statistics (for the record, I prefer to consider myself curious). When something as dramatic as COVID comes along, it really makes […]
Read more
One of the biggest worries folks have as they approach retirement is whether or not that they have enough money to retire. Since the goal of this blog is to […]
Read more
The markets have been hot for a while, and you’ve likely experienced some significant gains in your portfolio. What options do you have to minimize the taxes associated with those […]
Read more
Two of the most popular posts I’ve ever written are about The Bucket Strategy, and how we’re using it to fund our spending in retirement. But…you still have “Bucket Strategy […]
Read more
I was blown away when I read this statement by Morgan Housel (emphasis added): “Adjusted for inflation, the two stimulus packages passed in the last nine months are roughly equal to […]
Read more
“Are we in a stock market bubble?” I’ve heard a lot of people asking that question recently. I’ll provide my answer to that question in today’s post, but…it’s the wrong […]
Read more
I enjoy reading studies to see what we can learn, especially when they focus on the most common retirement mistakes. What regrets do other retirees have, and what can we […]
Read more
Many people have likely asked, “How Can I Get Rich?”, but how many of them have asked Alexa? I did exactly that recently, and her answer blew me away. Turns […]
Read more
I recently received an email from a long-time reader that started with the following subject line: Subject: We Are About To Crash Again The email was basically asking “Is The […]
Read more
If you’re a Baby Boomer, you’re either retired or rapidly approaching retirement. Are you ready? We’ve all heard about the “retirement crisis” many are confronting, but what are the facts? […]
Read more