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Early Retirement: Six More Observations After Three Years
After working overseas for nearly 20 years I retired in 2021 at age 50. I will quickly answer the two most common questions I am asked....
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5 min read
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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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2 min read
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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...
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3 min read
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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...
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5 min read
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Taxes on 401k Retirement Withdrawals
One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...
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4 min read
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Retirement Savings: Comparing a 401k to Real Estate
Building a diversified portfolio with multiple income streams is a great strategy for financial freedom and early retirement. Income...
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4 min read
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Three Steps to Strengthen the 4% Rule
The 4% Rule Origin Story Many savers are familiar with the 4% rule for drawing down savings in retirement. William Bengen launched the 4%...
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5 min read
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Avoid These Five Risks in Retirement
Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...
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4 min read
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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...
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4 min read
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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...
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4 min read
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Six Observations from Early Retirement
Walking Away Feels Better Than Expected I always knew it would be nice to retire. But I did not realize, until it was gone, how...
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3 min read
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Plan for Replacement Costs in Retirement
When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...
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3 min read
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Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
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5 min read
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Turning Age 50: 10 Factors to Consider (part 2)
This article is the second in a series, please start with part 1. 6) Don’t Hold Too Much Cash Some investors become more risk averse as...
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5 min read
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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...
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4 min read
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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...
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5 min read
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Ready to Retire? Beware of Inflation Risk
Inflation Diminishes Purchasing Power Over Time Inflation causes the gradual rise in prices and the slow decline in the purchasing power...
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4 min read
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Ready to Retire? Don't Focus on Portfolio Size
Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is...
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4 min read
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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...
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3 min read
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