Showing 28 results of 178
I found that 65% of our clients who did open enrollment reviews had at least one significant reason to change drug plans....
I’ve been investing for many years now. I’ve invested in the stock, real estate, and cryptocurrencies. I’ve also worked as ... Read more...
As a Certified Financial Planner, I’ve worked with many investors over the years. Over countless conversations and meetings, I’ve seen ... Read more...
To understand what it is like to transition early (before 65), I talked with Heather Loisel, the former CMO of Ricoh, USA....
On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Thei...
As I look back on my career as a financial planner, I think of the diverse range of human experiences ... Read more...
Some retired folks I know threw the switch to sell the house and buy and RV and live the mobile life. I also know some that did that for about five years and then gave that up and resettled in a perma...
If you plan on/need to earn money after retirement don't ever say the word "retirement", people won't pay you for anything. I thought every day would be Saturday- it's not, every day is Tuesdsy. Yoga ...
Mindy and I are in NYC and work up early one morning with one goal in mind: take a great photo of the Charging Bull. I’ve been fascinated with this sculpture since I learned that the creator plo...
A few weeks ago I was talking with my cousin, who works at a movie theater, and I asked him, "What's something that you learned while working at a movie theater that most people don't know?" He replie...
I love baseball.   Even if you’re not a fan of the game, I encourage you to read on.  As you’ll see, the challenge of hitting a baseball is a great […] The post 10 Les...
A few weeks ago Ryan Holiday released a post called 31 Lessons I've Learned about Money. The lessons are great, but I was a bit turned off by this paragraph that came right before the lessons: And I
In January, I started a Retirement Mastermind group in the mountain town I call home.   Today, I’m sharing the story of how the group came to be and, more importantly, […] The po...
It's officially been one year since I published my book, Just Keep Buying: Proven Ways to Save Money and Build your Wealth. The experience has been both rewarding and eye-opening and today, I am proud...
March 29, 2023 — If you have seen the ads from International Living and other companies you would think paradise awaits you in a sun-soaked tropical paradise. According to the claims, all you ne...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Here are 10 lessons from a portfolio manager that averaged 29% annual return from 1977 to 1990 1. Everyone has a unique set of knowledge ...
The failure of Silicon Valley Bank (SVB) and the general health of banks has been all over the news recently. There are many fascinating aspects of this story. One is parsing out the roles different p...
Today, we interview a doc who shares his experience of navigating a lawsuit. While he keeps the details of the case private, he shares what he learned through this long and arduous several-year proces...
Life’s been a real mixture of things for today’s poster. He reached financial independence and retired four years ago, and ... Read more...
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments....
After a long holiday hiatus, yoga classes picked up again at my local community center. I never thought I would be so excited about an exercise class. But, as I learned during the past few months, yog...
Sometime last year I converted an old 401k from a previous employer to a traditional IRA then to a Roth IRA. I have around $10,000 in the Roth. I am also contributing to my current employers match rat...
Discover the connection between money and happiness with 50 financial lessons to help you improve your relationship with money and achieve a happier life....
So understanding that value proposition all of us have in trading our time for money is one of ten lessons that our poster, Tawcan, has learned during his...
One of the reasons I don’t write as often these days is that my life has gradually evolved into a Personal Finance Bubble.  The people around me have learned to be purposeful with their money, ...
In my six years of publishing blog posts every Tuesday, I've never had the pleasure of releasing a post on my birthday...until now. But, rather than write one of those stereotypical "33 lessons in 33 ...
Have you ever noticed that as a whole, our society has its daily habits almost completely backwards? We’re generally so “busy” that we don’t have time to get much exercise. And then we spend c...
For those thinking about retiring early, taking a long sabbatical, or doing something completely new, this article is for you....