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...
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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
3 min
Six Observations from Early Retirement
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...
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
5 min
Case Study 2: Retiring at Age 50 with College Aged Kids
There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...
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...
Nate Carter
5 min
Real Estate: Comparing Today's Market to the 2007-08 Crash
Investing works in cycles where asset values rise in bull markets and decline in bear markets; these dynamic periods can lead to massive...
Nate Carter
3 min
Ready to Retire? Answer These Eight Questions
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...
Nate Carter
7 min
Biden's Plan: 2021 Brings New Taxes
As we enter the Biden Presidency in 2021 investors should be prepared for new taxes. The details will be negotiated in Congress, but...
Nate Carter
6 min
Three Big Steps Towards Financial Freedom
No one hands you the keys to financial freedom, but you can earn it by taking small disciplined steps each day. Over time these small...
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