No Joke – Just Make It An Infinite Mortgage
In the purest mathematical way, mortgages eventually hit an asymptote. Long-duration mortgages become identical to infinite mortgages.
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Should Retirees Sell Stocks, Move to Cash?
If we think that the stock market is overvalued right now, doesn’t it make sense to sell some stocks and move that money to cash?
About That “Free” Steak Dinner…
Should I use an annuity to execute a tax-free Roth Conversion? That’s what they told me at the free steak dinner…
10% Returns? What Should I Use For My Retirement Plan?
Should you assume 10% returns from the stock market – or something else – when projecting out your retirement plan?
The 4% Rule, 4.7% Rule…We Need To Rethink All of Them
We must zoom out and revisit first principles. How did we get here? We’ll gain a broader understanding of how to effectively apply the 4%… Read More »The 4% Rule, 4.7% Rule…We Need To Rethink All of Them
I’ll Inherit Big Money Someday. What Do I Change Now?
Considering the number of uncertainties about these future inheritances, how do we adjust our financial plans today?