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Jay wrote in and asked: I’m curious if you’ve gone over DINK (double income no kids) options for those that don’t feel the need to… Read More »Should Retirees Consider a Reverse Mortgage?

We talk past one another when we fail to realize our goals differ widely. What matters to you will dictate your smartest path. My path… Read More »How Could You *DO* That?!?!

While it’s reasonable to think of Social Security as having an “equivalent” lump sum value, we should be wary about including that in our retirement… Read More »Pensions + Social Security = Fewer Bonds??

Does the objective spreadsheet analyses of Social Security miss the MOST important question?

How do early retirees tap into their various accounts and fund their early retirement without undue tax or penalties?

You might be unaware of the giant ripples created when you adjust your assumed longevity in your financial plan.