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Early Retirement: Six More Observations After Three Years

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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Don't Die with Your Boat in the Driveway

Nate Carter

2 min read

Don't Die with Your Boat in the Driveway

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...

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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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Six More Observations from Early Retirement

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

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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Retirement Savings: Comparing a 401k to Real Estate

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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Stop Sleepwalking Through Your Financial Life

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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Plan for Replacement Costs in Retirement

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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Turning Age 50: 10 Factors to Consider (part 2)

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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Turning Age 50: 10 Factors to Consider (part 1)

Nate Carter

4 min read

Turning Age 50: 10 Factors to Consider (part 1)

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

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Case Study 2: Retiring at Age 50 with College Aged Kids

Nate Carter

5 min read

Case Study 2: Retiring at Age 50 with College Aged Kids

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

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Ready to Retire? Beware of Inflation Risk

Nate Carter

4 min read

Ready to Retire? Beware of Inflation Risk

Inflation Diminishes Purchasing Power Over Time Inflation causes the gradual rise in prices and the slow decline in the purchasing power...

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Ready to Retire? Don't Focus on Portfolio Size

Nate Carter

4 min read

Ready to Retire? Don't Focus on Portfolio Size

Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is...

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Ready to Retire? Answer These Eight Questions

Nate Carter

3 min read

Ready to Retire? Answer These Eight Questions

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...

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