It’s hard to spend money. I made a spending decision for my 60th birthday. Big news, right? Not normally, but for some reason I had a difficult time with what […]
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Tag: retirement savings
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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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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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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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 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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5 Steps To Learn To Spend In Retirement
There’s a common problem that hits many people in retirement. After years of saving in order to achieve their retirement dreams, many retirees have a hard time breaking old habits. […]
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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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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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