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....

I am always interested in learning from other investors about new investment strategies. At a recent real estate meet up, I met an...

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...

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...

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

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

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...

Reverse Mortgage Explained A reverse mortgage (also known as a home equity conversion mortgage or HECM) is a loan available to people who...

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...