5 Year-End Financial Planning Tips
If you’re not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.
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What Long-Term Stock Returns Should I Assume in My Plan?
People in the retirement planning community (especially online) do not have the right mental models long-term stock market returns.
You Received a Windfall: Now What?
When you receive a windfall, careful planning and mindful decision-making can help you maximize its positive impact on your life.
Is the “4% Rule” Too Risky?
If you use the 4% rule to plan your retirement, are you exposing yourself to too much risk? Or not enough?
“An Unmarked Bag of Puzzle Pieces”
Let’s talk about your financial plan. Have you identified all of the important pieces, and do you understand how they all fit together?
The Simple Secrets of Modest Millionaires
What did this couple get right to become millionaires in their mid-30s? It might be simpler than you think.