Don't Die with Your Boat in the Driveway
A friend told me about one of her colleagues who delayed retirement until he was in his late 60s. For years he told coworkers he would...
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Nate Carter
- 3 min
The Money Questions for Retirement
This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...
Nate Carter
- 3 min
Three Questions to Find What Matters Most
When most people think about financial freedom they tend to focus solely on financial goals. This is a mistake, as money is only part of...
Nate Carter
- 4 min
The Recession: Navigating It
This is part two of an article on the recession. Part one describes the unique aspects of this recession. This part looks at ways to...
Nate Carter
- 5 min
Six More Observations from Early Retirement
A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...
Nate Carter
- 4 min
Investing Mindset: Ignoring the Noise of Negativity
As a kid growing up there was a cartoon called the Adventures of Gulliver. One of the characters is Glum, who offers only negativity...
Nate Carter
- 4 min
Time to Change Jobs? Consider Five Factors
Almost everyone has experienced the difference between good jobs and bad ones. Good jobs provide interesting work in an organization that...
Nate Carter
- 4 min
Retirement: Effectively Using Annuities
Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...
Nate Carter
- 4 min
Investing: You Will Make Mistakes
No investor is perfect, we all make mistakes, and sometimes they are big ones. Part of becoming a successful investor is accepting this...
Nate Carter
- 4 min
Stop Sleepwalking Through Your Financial Life
Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...
Nate Carter
- 4 min
Turning Age 50: 10 Factors to Consider (part 1)
As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...
Nate Carter
- 5 min
Case Study 2: Retiring at Age 50 with College Aged Kids
There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...
Nate Carter
- 4 min
Set a Goal to Earn $2,400 in Passive Income
Creating a diverse stream of passive income puts you on the path to financial independence and retiring early. A great way to start is...
Nate Carter
- 3 min
Ready to Retire? Answer These Eight Questions
The key to a successful retirement is proper planning. There will always be some bumps along the way, but the right plan will help avoid...
Nate Carter
- 6 min
Three Big Steps Towards Financial Freedom
No one hands you the keys to financial freedom, but you can earn it by taking small disciplined steps each day. Over time these small...
Nate Carter
- 5 min
Great Advice: Go Against the Herd
Follow Traditional Advice, Become Just a Number Several months ago before the pandemic, I attended an event in New Zealand showcasing the...
Nate Carter
- 7 min
Case Study 1: Achieving Financial Independence
sustainable income streams which will allow you to quit your day job.
Nate Carter
- 4 min
5 Major Money Mistakes by New Hires
So you just landed your first job! Well done. A steady paycheck means no longer surviving on Ramen noodles and finally having some money...
Nate Carter
- 4 min
Roth 401k vs. 401k Which is Better?
A 401(k) or a Roth 401(k) which is better for your retirement goals. Some key factors to consider.
Nate Carter
- 9 min
Unpaid Rent: Worrying Signs from the COVID-19 Recession and How to Protect Yourself
When a crisis occurs, such as the September 11th terrorist attacks, the global financial crisis in 2008-09 or the outbreak of COVID-19,...
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