The Money Feels Good…..When Is My Retirement?

Prophets are reformers of the religions they grew up in. One of the best ways to reform your thinking about retirement planning is by reading this week’s terrific links. An 85-year-old study gives some clues on how to be happy in retirement. Humans vs Retirement Does your house make you miserable? Culture Study Good news…

Investing Is A Double-Edged Sword

We live in the richest of times. Why do so many feel so poor? Prosperity doesn’t feel so prosperous despite unprecedented advances in technology, science, medicine, and just about everything else. Unfortunately, paradox rules our modern world. The Dalai Lama observed our discontent and laid out his argument for the causes of rampant suffering despite…

I’m Never Alone But I’m Alone All The Time….When Is My Retirement?

There are many more questions than answers in your retirement plan. Understanding this is your first step towards starting the second part of your life. Read this week’s terrific links to begin your journey. Most people spend far too little in retirement. Morningstar Only 1 out of 7 retirees spend any of their principal. The…

Yes, And …..

America is filled with broken, antiquated systems indifferent to the modern world. Our education monopoly was designed to prepare children to toil on an assembly line. In many ways, things haven’t changed much. A nine-period day, few options for practical skills, and judging students by the lowest common denominator, a standardized test grade still rules…

How Soon Is Now?…..When Is My Retirement?

Markets go up over long periods, but your time on this planet is in a steady downward trend. What are you going to do? Reading this week’s terrific retirement links is a good starting point. The IRS is letting you save more for retirement in 2024. CNBC Retirement isn’t a destination but a journey. HumbleDollar…

Five Things To Toss Into Your Retirement Un-Bucket List

It’s what you don’t do that often ordains success or failure. In many instances, avoiding losing is more attainable than winning the game. Insert your investments and retirement plans into this strategy. Warren Buffet’s brilliant business partner, Charlie Munger, coined this phrase when asked how to acquire an edge regarding investing. “It is remarkable how…

Tomorrow Is Promised To No One…..When Is My Retirement?

Let go of your illusions of control regarding your retirement plans. Look for the light you can see and touch. This includes reading this week’s terrific retirement links. How does your net worth compare to your peers? Of Dollars and Data Millennials and Gen Z Americans may be faced with difficult Elder Care decisions. VOX…

Don’t Forget To Forget Investment Noise

Your thoughts are your worst enemy. The bad news: Data suggests we have 10,000-20,000 thoughts daily. The good news: We forget about 99% of them. George Mack gives a terrific analogy. When you hear transient thoughts in your head, it’s easy to take them seriously, especially negative ones. The human thinking experience is like meeting…

The Battle Is Getting Harder…..When Is My Retirement?

“Retirement is when you stop sacrificing today for an imaginary tomorrow.” -Naval Read this week’s terrific links and learn how to make this day happen. Saving a bit more each year makes a huge difference in your retirement plan. A Wealth of Common Sense Invest money in things that change the way you live. Darius Foroux…

One Size Fits One Regarding Retirement Spending

It’s not what you spend; it’s what you spend it on that matters. Recently, we flew to California for the FutureProof Festival sponsored by our firm. The trip going was a non-event. The return flight was a game-changer. For the first time in thirty years, I flew Business Class. I didn’t realize how crappy the…