retirement preparation
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The 6 Financial Stages of Retirement
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Retirement is classically divided into three stages based on the activity level of the retiree: The go-go years The slow-go years The no-go years ...

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Why Many Young Widows and Widowers Leave Social Security Money on the Table (Restricted Application)
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Know anyone who was widowed at a relatively young age? Make sure they file for Social Security “survivor benefits” at age 60 (earlier with young ...

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Why You Might Not Want to Make Huge Cash Balance Plan Contributions
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I've been talking about, writing about, and personally using a type of defined benefit retirement plan called a Cash Balance Plan (CBP) for years. ...

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FI Provides Security, But Happiness Not Guaranteed
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In the financial blogosphere, becoming financially independent and sometimes retiring early seems to have become the end-all-be-all of our financial ...

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Should You Help Your Child Buy a Home?
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Today, we are answering listener questions about calculating financial independence, deciding whether to make a portfolio more conservative after a ...

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How to Invest in Bonds
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I recently received this email: “I have been following your work since 2011 when I was an intern in emergency medicine. Thanks to you, I have saved ...

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How to Access Retirement Money Before Age 59 ½
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Today, we discuss the Rule of 55 retirement strategy and how it may allow certain investors to access retirement funds before age 59.5 without an ...

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