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How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

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Wednesday Reading List

This Week's Takeaways: Consumer spending may be cut back as consumer confidence has plummeted in the last year due to concerns over the labor market ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: Wells Fargo's 2026 outlook with the following highlights: Real GDP growth 2.3%, tariffs easing a bit but not back to 2024 levels, ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: “Concierge medicine” — where you pay an annual fee for more personalized, quicker-access medical care — is growing fast. The convenience and ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: The generational wealth transfer ahead could be a source of revenue for governments eager to pay down debt, according to UBS. We're ...
Weekly Updates

Wednesday Reading List

My latest: Will the Market Crash Soon? Lessons from the Last Four Bear Markets. This Week's Takeaways: We have a massive and concentrated national economic ...
Weekly Updates

Wednesday Reading List

My latest: Will the Market Crash Soon? Lessons from the Last Four Bear Markets. This Week's Takeaways: Contributing to work-sponsored retirement plans helps younger people ...
Investing

Will the Market Crash Soon? Lessons from the Last Four Bear Markets.

The stock market makes people uneasy.When it’s down, we fixate on the red ink, smaller account values, and gloomy headlines—forgetting the market's typical generosity. When ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: Sports betting is becoming increasingly unpopular, especially with men under 30. Hetty Green's investment story is worth learning about, and some key ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: Inflation is in-check, tariffs should have only a transitional impact, GDP is healthy, the jobs market is okay when adjusted for demographics, ...
Retirement Planning

100% Stocks in Retirement?

Table of Contents Case for 100% StocksYour Goal: Avoiding Two Different Disaster ScenariosWeak Stock Market ReturnsMaking the Big MistakeFinal ThoughtsFAQs about 100% Stocks in RetirementRelated ...
Financial Planning

Wealth-Management Checklist 2025

Table of Contents The BasicsNext LevelAdvanced Capital Allocation and InvestingMinimizing Taxes *Protecting Your Family and Your AssetsFrequently Asked Questions Looking for a resource to make ...
Weekly Updates

Wednesday Reading List

This Week's Takeaways: The Fed started a rate cutting cycle. Historically, rate cut cycles typically precede a recession, there's no clear-cut stock market winners, and ...