Picking a Retirement Date
"When can I retire?" might be the question we get [...]
60, Retiring Soon, and Wondering About Roth Conversions
"I'm 60, probably retiring in 5-6 years, and I just [...]
The High Shoulders Theory & What It Means for Your Money
A post about a father, a baseball tryout, and a [...]
What Does “Safe Money” Actually Mean?
Everyone says they want their money to be "safe." Almost [...]
Why People Keep Working In Their Retirement Years
More people in their 60s and 70s are staying on [...]
The Kids’ Money Blueprint, Part 2: Mindset & Habits
The accounts and investment tools matter, but they cannot replace [...]
Trail Wisdom: What Hiking Season Has to Say About Your Financial Journey
What can hiking teach us about retirement planning? Whether you're [...]
Dave Ramsey’s Retirement Math — Are Financial Advisors Buying It?
Dave Ramsey has built one of the most recognized brands [...]
Why a Target Date Fund May Not Be Enough
Target date funds are designed to make investing simple, but [...]
How Relationships Beat Sales Pitches Every Time
Trust is the foundation of every successful financial relationship, but [...]
