60, Retiring Soon, and Wondering About Roth Conversions
"I'm 60, probably retiring in 5-6 years, and I just [...]
Filing Cabinet or Fire Box? Sorting Out Your Financial Paperwork
Somewhere in a drawer, a filing cabinet, or a shoebox [...]
Trail Wisdom: What Hiking Season Has to Say About Your Financial Journey
What can hiking teach us about retirement planning? Whether you're [...]
You Did the Hard Part. Here’s Why the Next Part Is Different
You’ve spent decades doing the hard part and if you’ve [...]
Term, Whole, or Universal Life: Which Is Best For You?
We got a great question from a listener. They wrote [...]
At 55, Is It Too Late for a Roth 401(k)?
One of the most important retirement decisions doesn’t show up [...]
10 Retirement Myths Too Many People Still Believe
There’s no shortage of financial advice out there, and unfortunately, [...]
You’re Not Ready to Retire If This Is All You’ve Done
You’ve spent decades building your investment accounts, monitoring the markets, [...]
The Beatles Retirement: All You Need Is A Plan
It’s been 60 years since Beatlemania took America by storm. [...]
