Retirement Benefits: They’re not all in Dollars, Part II
You know, not all retirement benefits are in dollars. I received this email last week: “Season ending ‘last and fast’ Pantera run over Togwotee...
Thinking of Moving for Retirement? Check This Out
As elections come up, where we live and the political/governance climate there comes into sharper view. This piece I wrote on August 10, 2017...
Calper’s OPM
Turns out, members of California’s public pension don’t like it when the C-suite are activists with other people’s money. The workers expressed their dissatisfaction...
Don’t Stop Believing
Imagine sitting on the board of your favorite company, attending the next meeting, clearing your throat, and asking “How much are we going to...
Librarian Leaves $4 Million to UNH
If you want some inspiration for your savings, read this post I wrote back on September 2, 2016. It tells the story of Robert...
How did Markets Perform in the Third Quarter?
For investors with a concentrated U.S. growth stock focus, the third quarter continued what has been a solid year. For veteran investors who recognize...
It’s Simple: Retirees Go Where They are Treated Best
For years retirees have flocked to Florida for its warm weather, and more importantly to many, its low taxation. But with the flood of...
Your Retirement Life: A Simple Way to Retire where You want to Live
You want to make sure your retirement plans are right for you. As I wrote to you yesterday, testing or experimenting by actually living...
Wealth Shock! “All of a Sudden Their Wealth is Gone”
You simply cannot afford to take heavy losses in or near retirement. From a financial standpoint the arithmetic of losses is devastating—lose half your...
Your Retirement Life: It’s OK to Take It Easy
When you retire, the feeling that you need to always be doing something will be there. It’s important to remember you’ve earned the luxury...