“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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Tag: retirement planning
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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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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How Real People Manage Their Money In Retirement
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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The Reality of Caring For Aging Parents
My mother-in-law moved into our home when our daughter was a Freshman in High School. After being admitted to the hospital twice for nutritional deficiencies (she forgot to eat), she […]
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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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