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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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Investing

How to Invest in International Stocks

International stocks are having a moment - a brief, but long overdue moment anxiously awaited by investors. Historically, U.S. and international stocks have taken turns ...
Weekly Updates

Wednesday Reading List

My latest : Stock Market Concerns That Feel Worse The S&P 500 had its first correction in a while, but investors (and noted long-time market ...
Investing

Stock Market Concerns That Feel Worse

The S&P 500 dropped 10% between February 19th and March 13th (it’s now down 8.5% from the peak). By itself, that’s not newsworthy since the ...
Weekly Updates

Wednesday Reading List

I'm nervous, too! ???? by TKer Sam with a great and concise reminder about why we ride out market volatility instead of selling into it. ...
Investing

Checking In from the Road

Unfortunately, there’s no Wednesday Reading List this week. I’ve been traveling back-to-back weeks for work, which is rare, and it’s only the second time in ...
Weekly Updates

Wednesday Reading List

Inventory is a key housing metric—here’s what state level inventory is telling us right now by ResiClub Assuming nothing dramatic changes, most states will see ...
Weekly Updates

Wednesday Reading List

ICYMI: Worrying About Residential Real Estate The signs are mounting that we could be facing a real estate slowdown. Inventory levels are key, and certain ...
Economics

Worrying About Residential Real Estate

We bought a house four years ago for $770,000 with a 2.625% thirty-year mortgage. Home insurance cost $4,000. Our 25% down-payment was $192,500. Fast-forward to ...
Weekly Updates

Wednesday Reading List

Are Annuities the Missing Piece of Your Retirement-Income Puzzle? by Morningstar Immediate and deferred annuities (not to be confused with variable annuities) can provide retirees ...
Weekly Updates

Wednesday Reading List

ICYMI: A Wealth Management Home for Business Owners As a business owner, managing your personal and professional finances requires a strategic approach to ensure long-term ...
Business Owners

A Wealth Management Home for Business Owners

I started a wealth management career twenty-four years ago to help people with their biggest stress point (money) through a comprehensive model. I’m fortunate to ...
Weekly Updates

Wednesday Reading List

Inventory is a key housing metric—here’s what it’s telling us right now by ResiClub Housing inventory in the U.S. has risen by 24.6% compared to ...