Category: Retirement Planning
The order you take money out of your retirement accounts can cost or save you thousands in taxes. Most people get the retirement withdrawal order backward, and they never see the bill coming. Here’s the short ...
We love helping you with DIY retirement planning! And we have created a number of free downloads to help you along the way. Some are available only at certain times of the year, while others are ...
Hi Gang, if you’re like me, you like to figure things out on your own. I don’t want to just know the answer; I want to know how I got there! Even today, I still wrestle ...
This is the adjacent worksheet we used to build the video on five top retirement destinations that offer a perfect combination of safety, affordability, and natural beauty. We started with over 25 potential countries and narrowed ...
Hi Gang, as a follow up to the YouTube video, 6 Things I Gave Up to Simplify My Life. Here are the exact steps that I took to purge bad/useless information from my life. Some of ...
Adam Grant’s “Think Again: The Power of Knowing What You Don’t Know” has the potential to dramatically improve your cognitive abilities, regardless of your age. The book provides a practical framework for rethinking and unlearning outdated ...
If you are reading this right now, the chances are good that your 401k balance has taken a beating. The Vanguard Group, one of leading 401k providers in the United States, offers a wonderful publication called ...
If we are fortunate to be able to select the timing of our retirement, one might question whether 2022 is the best time to step out of the game. Inflation is up, the stock market is ...
This article and accompanying video discusses six money rules that are often wrong, or at the very least applied incorrectly. We human beings like heuristics – rules of thumb that make a complicated subject easy to ...
The common answer to the question “is it okay to retire with a mortgage,” is no. But this is no true 100% of the time. There are a few exceptions to the rule and this video ...
- Social Security
- Retirement Planning
- CALCULATORS & TOOLS