retirement

Can You Afford Retirement?

A generalizable solution for near retirees

Jun 30 •

Unlock Your Best Retirement

It’s fun for me to turn theory into practice.

Jun 10 •

Robinhood's Gold

Driving across central Texas last weekend, I was listening to Sirius XM when a Robinhood Gold ad popped up promoting an IRA match. I thought that was…

Apr 14 •

Retirement: "Just Knowing"

Alternatives including a Roth conversion

Jan 23 •

Savings Lessons for Retirement

Day 26. Follow these principles to determine whether a Roth or regular IRA is better

Dec 9, 2024 •

Is a Mini-Retirement in Your Future?

The economics are reasonable

Sep 18, 2024 •

"No One Can Safely Use Fidelity's "Planning Tool" to Plan their Finances"

If that major headline appeared this morning in the Wall Street Journal, phones would be ringing at Fidelity customer service.

Aug 13, 2024 •

Can the Maguires Afford Retirement?

A generalizable solution for near retirees

Jul 3, 2024 •

A Test for You: 40-years Old and No Mortgage

Can they retire early?

Jul 2, 2024 •

The Best Time to Retire

For you or somebody you know

Jun 25, 2024 •

Is a Roth IRA for You?

Maybe, maybe not

Jun 18, 2024 •

Retirement Planning 101

Soup to nuts, whatever your age

Jun 11, 2024 •

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