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
5 min read
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...
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Nate Carter
5 min read
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...
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Nate Carter
4 min read
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...
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Nate Carter
5 min read
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%...
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Nate Carter
4 min read
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...
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Nate Carter
4 min read
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 read
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...
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Nate Carter
3 min read
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...
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Nate Carter
3 min read
Plan for Replacement Costs in Retirement
When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...
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Nate Carter
5 min read
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...
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Nate Carter
4 min read
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...
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