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...

Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...

As a kid growing up there was a cartoon called the Adventures of Gulliver. One of the characters is Glum, who offers only negativity...

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...

Cash Out Refinancing Overview One of the best ways to build significant wealth is through periodic cash out refinancing of real estate....

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

No investor is perfect, we all make mistakes, and sometimes they are big ones. Part of becoming a successful investor is accepting this...

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...

Factors Causing Real Estate Prices to Rise The real estate market remains highly competitive and many buyers are finding it hard to...

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

The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...

Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...

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