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Nate Carter
5 min read
Early Retirement: Six More Observations After Three Years
After working overseas for nearly 20 years I retired in 2021 at age 50. I will quickly answer the two most common questions I am asked....
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Nate Carter
3 min read
The Money Questions for Retirement
This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...
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Nate Carter
3 min read
Three Questions to Find What Matters Most
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...
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Nate Carter
3 min read
Healthy Habits for Reducing Health Care Expenses
New Year's is the time for health and financial resolutions. When it comes to health, good habits can mean cost savings. According to...
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Nate Carter
4 min read
Passive Income from Music Royalties
I am always interested in learning from other investors about new investment strategies. At a recent real estate meet up, I met an...
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Nate Carter
3 min read
Inverse ETFs: Profiting in Bear Markets
Buy and Hold is the Preferred Strategy I am a buy and hold investor who purchases stocks to hold for years or even decades. I also prefer...
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Nate Carter
6 min read
The Recession: It Will Probably Get Worse
Are We In a Recession? In recent weeks the news has focused on whether the U.S. economy is in a recession. Unfortunately, like most...
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Nate Carter
5 min read
Six More Observations from Early Retirement
A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...
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Nate Carter
5 min read
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
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Nate Carter
4 min read
Taxes on 401k Retirement Withdrawals
One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...
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Nate Carter
4 min read
Retirement Savings: Comparing a 401k to Real Estate
Building a diversified portfolio with multiple income streams is a great strategy for financial freedom and early retirement. Income...
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Nate Carter
5 min read
Three Steps to Strengthen the 4% Rule
The 4% Rule Origin Story Many savers are familiar with the 4% rule for drawing down savings in retirement. William Bengen launched the 4%...
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Nate Carter
4 min read
Avoid These Five Risks in Retirement
Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...
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Nate Carter
4 min read
Retirement: Effectively Using Annuities
Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...
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Nate Carter
4 min read
Investing: You Will Make Mistakes
No investor is perfect, we all make mistakes, and sometimes they are big ones. Part of becoming a successful investor is accepting this...
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Nate Carter
4 min read
Stop Sleepwalking Through Your Financial Life
Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...
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Nate Carter
3 min read
Six Observations from Early Retirement
Walking Away Feels Better Than Expected I always knew it would be nice to retire. But I did not realize, until it was gone, how...
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Nate Carter
3 min read
Plan for Replacement Costs in Retirement
When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...
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Nate Carter
5 min read
Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
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Nate Carter
5 min read
Turning Age 50: 10 Factors to Consider (part 2)
This article is the second in a series, please start with part 1. 6) Don’t Hold Too Much Cash Some investors become more risk averse as...
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