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....

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...

This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...

A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...

One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...

Building a diversified portfolio with multiple income streams is a great strategy for financial freedom and early retirement. Income...

The 4% Rule Origin Story Many savers are familiar with the 4% rule for drawing down savings in retirement. William Bengen launched the 4%...

Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...

Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...

Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...

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...

When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...

Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...

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...

As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...

There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...

Inflation Diminishes Purchasing Power Over Time Inflation causes the gradual rise in prices and the slow decline in the purchasing power...

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...

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...