You are outta here! Gone is the soul-crushing commute and office politics. You are moving on! Perhaps this is your last stint in the work world, and you have planned quality time laying around in the backyard. Or perhaps you are moving on to another exciting step in...
Short answer: No. And here’s why In my early days as an investor, I followed a strategy advocated by financial guru Jeremy Siegel, in his classic book “Stocks for the Long Run”. Based on the historical data available at the time, he showed that investing in a...
Don’t forget about maintaining diversification in your invested savings You work at a great company that’s going places. In addition to a generous 401K you have additional opportunities to receive more company stock. Should you buy more? Usually, it’s best to maintain...
Are you counting down the years until you can leave your soul-crushing job? The one with the useless boss? Or the one that requires you to work long hours, travel, or simply be available 24/7? Or, the one where you must endure a long commute every day in order to “be...
In a previous post, I reviewed how to calculate how much you need to save to retire. There were clear limitations to those methods. One used a lot of math and was overly sensitive to assumed future return rates. Another method relied on the 4% withdrawal “rule” which...
All of us hear a lot in the press about how Social Security is quickly running out of money. This begs the question, will there be any left decades from now when it’s our turn? According to the official 2019 OASDI Trustees Report, trust fund reserves will become...
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