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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Nate Carter
3 min
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...
Nate Carter
3 min
Three Questions to Find What Matters Most
When most people think about financial freedom they tend to focus solely on financial goals. This is a mistake, as money is only part of...
Nate Carter
5 min
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...
Nate Carter
5 min
Reducing Taxes and Expenses When Selling Rental Properties
Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...
Nate Carter
5 min
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
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
5 min
$1 Million Net Worth from Cash Out Refinancing
Cash Out Refinancing Overview One of the best ways to build significant wealth is through periodic cash out refinancing of real estate....
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
5 min
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...
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...
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