Retirement Investing

IRS Updates 2026 Retirement Contribution Limits for 401(k), IRA, and SIMPLE Plans

The IRS has announced cost-of-living adjustments for retirement accounts in 2026. The IRS writes: The Internal Revenue Service announced today that the amount individuals can...

Ben Graham: Margin of Safety

In 2001, I wrote about Ben Graham and his Margin of Safety: Creating Wealth Through the Power of Compound Growth Ben Graham, 1894-1976... Warren Buffett has referred...

Be a Prudent Man

Your Survival Guy wants you to be a Prudent Man. Become familiar with him and understand what it means to be one. Are you exercising...

Your Survival Guy: “Good Luck with That”

Your Survival Guy was talking with a client this week about a friend of his who recently retired and sold his practice. “I told him...

Happy Monday from Your Survival Guy and Fort Adams

Happy Monday from Your Survival Guy. Hope you had a nice weekend. On Friday, it was a beautiful morning in Newport. Finally. And with...

Take Care of Your Money, and Yourself

We’re just over halfway through the year, and tariffs or no tariffs, it's been a good start. Does that mean we’re in for a...

Your Survival Guy: JAWS, Woods Hole and YOU

Yesterday afternoon, while perusing Boston.com, Your Survival Guy clicked on an article about a great white shark sighting at Stony Beach in Woods Hole,...

Graduate to Retirement #12: Find Your Inner Tom Sawyer

Your Survival Guy was driving to an appointment Tuesday morning when one of my West Coast clients called my cell. “Hey, did you get the...

Graduating from Work to Retirement #9: EF

When you graduate from work to retirement, it’s an emotional time. It’s right up there on the stress meter as one of the most...

Graduating from Work to Retirement: Get Paid #8

When you graduated from school and got your first job, you probably didn’t make a ton of money, but you did get paid. And...