Seriously . . . How Much Do You Really Need?
How much do you really need to live a comfortable retirement? And how do you get there? You need to consider all the factors, have a budget and a plan.
Budgeting for Retirement
Budgeting for retirement requires you to think differently about income, expenses and what the future holds. Are you taking into consideration everything you need to make sure you retirement is comfortable?
Some Rules Are Meant to Be Broken
The old rule of retirement was that you could withdraw 4% from your investments every year to make your money last. That rule is out the window. What do you do now?
Preparing for Retirement
The new year brings some changes to how much you can set aside for retirement. Make sure you're taking advantage of every break you can to make your golden years easier.
What’s Past Is Prologue: Making Income Last In Retirement
Make your retirement investments last through the next market downturn by understand how they'd do during the last downturn. Learn from history so you don't repeat past mistakes.
Lessons From A Winner
Richard Thaler's groundbreaking work in behavioral economics helped him win this year's Nobel Prize. Find out how Thaler's principles can help the educated investor make more appropriate financial decisions.
If I Had A Million Dollars, I’d . . .
I was outside the other night cooking supper on the grill, having a glass of wine and listening to the radio. On came that famous song from a couple of…
401(k) Plans And The Fiduciary Standard
My daughter Maeve has started to babysit. It’s hard for me to believe, as I still think of her as my baby. Nevertheless, she has been asked by family friends…
The Retirement Lifestyle
Susan and I teach a course called Rejuvenate Your Retirement. The purpose of the class is to help retirees create a successful retirement by learning about income planning, investment planning,…