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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Nate Carter
4 min
Passive Income from Music Royalties
I am always interested in learning from other investors about new investment strategies. At a recent real estate meet up, I met an...
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
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...
Nate Carter
4 min
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...
Nate Carter
5 min
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%...
Nate Carter
4 min
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...
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
Real Estate Investing: Feeling Priced Out?
Factors Causing Real Estate Prices to Rise The real estate market remains highly competitive and many buyers are finding it hard to...
Nate Carter
3 min
Billionaire Tax: Death of a Very Bad Idea
The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...
Nate Carter
5 min
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...
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
4 min
Reverse Mortgage: A Path to Tax Free Retirement Income
Reverse Mortgage Explained A reverse mortgage (also known as a home equity conversion mortgage or HECM) is a loan available to people who...
Nate Carter
4 min
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...
Nate Carter
4 min
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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