Sometimes there’s a world of nuance hiding inside things we barely notice. Kind of like the Dr. Seuss book, Horton Hears a Who!, where Horton the Elephant discovers Whoville, an […]
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Tag: retirement savings
How To Refill Your Buckets in Retirement
In January, I was honored to speak about The Bucket Strategy at a CampFI event in Florida. Today, I’ll be sharing a portion of my presentation on “How To Refill […]
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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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The Case for an All-Weather Approach
Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […]
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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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9 Retirement Surprises
Life is full of surprises. That fact doesn’t change in retirement. Today, we will look at some common retirement surprises, based on a fascinating study I just read and felt […]
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The Golden Age of Roth Conversions
Do you want to avoid future regrets? I’m no prophet, but I suspect I know a regret that many Baby Boomers will have in the coming decades. That regret? Their […]
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Why I Sold Our Target Date Retirement Funds
If you’ve been saving for retirement, you’re likely familiar with target date retirement funds. These funds allow you to choose your expected retirement year (e.g., 2025) and they automatically rebalance […]
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Why Is It So Hard To Spend Money?
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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