Staying calm is a superpower. Nothing’s ruined more retirement plans than market noise. Put things in their proper perspective by reading this week’s terrific links. Teachers 403(b) plans are a nightmare – part gazillion. HumbleDollar What are the best investments for your taxable accounts? Morningstar Medicare is becoming cheaper for many retirees. MarketWatch How do…
August 2022
This Is For The People Of The Sun
Which doesn’t belong and why? Pop Culture and Investment Conferences. The narrative is about to change. FUTUREPROOF isn’t your parent’s advisor’s echo chamber. Imagine money, tech, and culture merging onto three stages overlooking the Pacific Ocean. The presenters, attendees, and sponsors resemble the faces of our diverse country, not a typical corporate boardroom. Health…
Forty-One Quick Tips For Health, Happiness, and Wealth
Fifty-eight years are a terrible thing to waste. Next week is another birthday. Rather than turning them into narcissistic celebrations, birthdays provide a baseline for pondering the meaning of it all. The goal of this post is to avoid another insufferable and pretentious soliloquy bragging about one’s accomplishments. These words are targeted toward helping readers…
Break Your Back To Earn Your Pay And Don’t Forget To Grovel…..When Is My Retirement?
Planning your retirement is essential, but don’t forget to live in the moment. Learn how to do both by reading this week’s terrific retirement links. It’s time to rethink retirement. Darius Foroux Is retirement your biggest life event? The Belle Curve Moving in retirement contains many moving pieces. MarketWatch Spousal IRAs are a great way…
Don’t Comingle The Markets With Your Vacation
We save money so we can take the time to spend it. Some lose sight of this fact. Few pleasures exude more bang for the buck than vacations. Americans don’t know what they’re missing. Compared to similarly developed nations, we aren’t close to recharging our potential productivity. Data proves vacations reduce stress, play a role…
We Always Had Time On Our Side Now It’s Fading Fast…..When Is My Retirement?
Comparison is the enemy of joy. Concern yourself with your retirement plan, not your neighbors. Take the first step by reading this week’s terrific links. Work on these three skills to gain contentment. Morgan Housel Here’s an interesting way to take your RMD in today’s market. Morningstar Dying with almost zero is something worth considering….
When Should You Cash Out?
When’s enough – enough? Not putting great thought into this question is a common but critical mistake. Creating wealth is a simple way of keeping score. Knowing when to quit is a more nuanced decision. There’s an old parable about a vacationing New York businessman in conversation with a “poor” Mexican fisherman. The fisherman describes…
You Think It’s Funny, Turning Rebellion Into Money…..When Is My Retirement?
Don’t make the perfect the enemy of the good. Planning your retirement isn’t an exact science. Read our terrific links to learn more. Making your home your retirement plan isn’t the best idea. A Wealth of Common Sense Teachers’ retirement plans are a travesty.ThinkAdvisor How can you save for retirement and college simultaneously? MarketWatch Why…
Investors Need Some Cosmic Insignificance Therapy
Don’t waste precious time worrying about your investments. Here are 4,000 reasons why. Human beings live about 4,000 weeks. Give or take a couple of hundred. It’s just the math. Worry is our feeble attempt at controlling an uncontrollable future. Throughout history, people worked, so they didnt have to labor as much as they age….
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