A friend told me about one of her colleagues who delayed retirement until he was in his late 60s. For years he told coworkers he would...

This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...

When most people think about financial freedom they tend to focus solely on financial goals. This is a mistake, as money is only part of...

This is part two of an article on the recession. Part one describes the unique aspects of this recession. This part looks at ways to...

A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...

As a kid growing up there was a cartoon called the Adventures of Gulliver. One of the characters is Glum, who offers only negativity...

Almost everyone has experienced the difference between good jobs and bad ones. Good jobs provide interesting work in an organization that...

Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...

No investor is perfect, we all make mistakes, and sometimes they are big ones. Part of becoming a successful investor is accepting this...

Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...

As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...

There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...

Creating a diverse stream of passive income puts you on the path to financial independence and retiring early. A great way to start is...

The key to a successful retirement is proper planning. There will always be some bumps along the way, but the right plan will help avoid...

No one hands you the keys to financial freedom, but you can earn it by taking small disciplined steps each day. Over time these small...

Follow Traditional Advice, Become Just a Number Several months ago before the pandemic, I attended an event in New Zealand showcasing the...

sustainable income streams which will allow you to quit your day job.

So you just landed your first job! Well done. A steady paycheck means no longer surviving on Ramen noodles and finally having some money...

A 401(k) or a Roth 401(k) which is better for your retirement goals. Some key factors to consider.

When a crisis occurs, such as the September 11th terrorist attacks, the global financial crisis in 2008-09 or the outbreak of COVID-19,...