Many people have asked me how I knew it was the right time to retire. They are struggling with the decision and are afraid to pull the trigger too soon. Retiring from medicine is almost a final move as it is very difficult to return after being away for a period of time. I haven’t … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include restaurant tricks that make you spend more, things you shouldn’t care about as an investor, 16 … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include investing for seven generations, are real estate tax advantages going away under Biden, why good savers … Read more
I want to wish all you mothers an early Happy Mother’s Day. We welcomed our first grandson into the world a few months ago and I have been reflecting on both the effect he has had on our family, and the effect our family will have on him. Every woman’s face just lights up when … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include money can’t buy happiness but…., the double penalty a widow pays, legal steps to take after … Read more
It’s hard to believe how many people still question whether the 4% rule will work for their retirement, as if they or anyone else can predict the future. There is very good retrospective data that shows how this rule has done over time as the market and interest rates changed over the last century and … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include an easy mnemonic for establishing a financial plan, actual costs of traveling the world in retirement, … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include FIRE lessons from the Jamaican Bobsled team, the best way to pay off debt, proof that … Read more
One very lucrative way to sequence your distributions in retirement is to take money first from taxable savings and brokerage accounts; leaving the money in your retirement accounts to continue growing tax deferred or tax free (Roth). This is beneficial because taking money from taxable accounts requires you to pay taxes on the gains. The … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include a fatal mistake we are making regarding using the 4% rule for retirement, some doctors are … Read more