Financial 4/9

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Welcome to our Blog! Here you will find a selection of handpicked articles and original posts that can help you think about how you want to plan your retirement. You can use the filters below to switch between original 'Posts' and 'Articles' from various categories about all things retirement!

Retirement Benefits If You Live Outside the US

Retirement Benefits If You Live Outside the US

Retirement Benefits If You Live Outside the US

Anyone who lives outside the US, or their own home country, should be certain of the treatment of both income and assets whether they are...

Jan 23, 20231 min read

30 Reasons It's Hard to Retire At 65

30 Reasons It's Hard to Retire At 65

30 Reasons It's Hard to Retire At 65

Good news is that most of us don't have 30 reasons, at least not all of these 30 reasons... - RetirementGoat

Jan 23, 20231 min read

Starting a Business in Retirement: 10 Things to Know

Starting a Business in Retirement: 10 Things to Know

Starting a Business in Retirement: 10 Things to Know

10 Things to Know in 2022, that are still valid in 2023, from Entrepreneur. - RetirementGoat

Jan 23, 20231 min read

How Long Does Retirement Last?

How Long Does Retirement Last?

How Long Does Retirement Last?

An interesting fact that people who understand what life expectancy is, and means, particularly when based on expected remaining years...

Jan 23, 20231 min read

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Some interesting things to consider when interviewing a financial advisor from Kiplinger. - RetirementGoat

Jan 22, 20231 min read

Annuitization vs Lifetime Withdrawls

Annuitization vs Lifetime Withdrawls

Annuitization vs Lifetime Withdrawls

Here is a pretty subtle difference for many of us that can have large impacts in a number of ways when considering a financial product...

Jan 20, 20231 min read

The 10 golden rules of investing

The 10 golden rules of investing

The 10 golden rules of investing

I think that all ten are pretty good rules (or rules of thumb at the very least). From Fortune, I would point to #8 as one that many of...

Jan 19, 20231 min read

Financial Literacy - A Guide

Financial Literacy - A Guide

Financial Literacy - A Guide

What is Financial Literacy? To me, it is something that is critical for absolutely everyone, but even more so for those either retired or...

Jan 19, 20231 min read

Why longevity literacy is the key to a prosperous longer life

Why longevity literacy is the key to a prosperous longer life

Why longevity literacy is the key to a prosperous longer life

While I didn't get invited to Davos this year, this World Economic Forum explores the relationship between physical and mental heath and...

Jan 19, 20231 min read

Should You Buy a Franchise or Start Your Own Small Business

Should You Buy a Franchise or Start Your Own Small Business

Should You Buy a Franchise or Start Your Own Small Business

Or buy an existing small business (the middle ground)... Aside from the previous point, this article from Entrepreneur nicely gets to the...

Jan 16, 20231 min read

How to Use the Legal Cloak of Invisibility to Protect Your Assets

How to Use the Legal Cloak of Invisibility to Protect Your Assets

How to Use the Legal Cloak of Invisibility to Protect Your Assets

A Kiplinger article written by a lawyer with a clear disclaimer that this is not intended to provide evasion strategies for legitimate...

Jan 13, 20231 min read

15 Signs Your Employer Wants You To Retire

15 Signs Your Employer Wants You To Retire

15 Signs Your Employer Wants You To Retire

I'm sure that there is an SNL skit here somewhere but not funny when you are the object of the push. Some worthwhile points, and...

Jan 11, 20231 min read

How many financial advisors should one have?

How many financial advisors should one have?

How many financial advisors should one have?

Initially, I thought that this was an easy question with a simple answer (usually one, and sometimes yourself). However, I know of...

Jan 11, 20231 min read

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

A clear and quick overview from yahoo!life of some of the advantages/disadvantages of naming a bank (that may apply to other...

Jan 10, 20231 min read

The Financial "Workout" That Will Make You Money in the New Year

The Financial "Workout" That Will Make You Money in the New Year

The Financial "Workout" That Will Make You Money in the New Year

A pretty light take on financial approaches from Road & Track, of all places. A couple of possible take-aways for some of us who may see...

Jan 10, 20231 min read

I saved over $1 Million for retirement by age 48

I saved over $1 Million for retirement by age 48

I saved over $1 Million for retirement by age 48

Some have saved more, earlier, for retirement, but most of us haven't. Here are some good points on the author's approach to saving from...

Jan 8, 20231 min read

When Your Parents Haven't Saved for Their Own Retirement

When Your Parents Haven't Saved for Their Own Retirement

When Your Parents Haven't Saved for Their Own Retirement

This is a very common issue and a frightening one for those of us who have always been focused on our own retirement planning and taking...

Jan 5, 20231 min read

7 reasons why you should consider meeting with a financial planner

7 reasons why you should consider meeting with a financial planner

7 reasons why you should consider meeting with a financial planner

Some simply stated reasons, from Business Insider, why you might consider meeting with a financial planner as well as a few solid...

Jan 5, 20231 min read

8 Alternatives to Traditional Funerals

8 Alternatives to Traditional Funerals

8 Alternatives to Traditional Funerals

It is a fact of life that death touches us more as we age. Aside from our personal wishes, we are often tasked with arrangements for...

Jan 4, 20231 min read

The Pros and Cons of Franchising

The Pros and Cons of Franchising

The Pros and Cons of Franchising

This is a quick overview from SmartAsset on franchising. There are lots of articles available on franchising as a retirement alternative....

Jan 4, 20231 min read

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