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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
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
Investing Mindset: Ignoring the Noise of Negativity
As a kid growing up there was a cartoon called the Adventures of Gulliver. One of the characters is Glum, who offers only negativity...
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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
5 min read
$1 Million Net Worth from Cash Out Refinancing
Cash Out Refinancing Overview One of the best ways to build significant wealth is through periodic cash out refinancing of real estate....
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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
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
4 min read
Real Estate Investing: Feeling Priced Out?
Factors Causing Real Estate Prices to Rise The real estate market remains highly competitive and many buyers are finding it hard to...
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Nate Carter
3 min read
Billionaire Tax: Death of a Very Bad Idea
The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...
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Nate Carter
4 min read
Real Estate: How Depreciation Works
Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...
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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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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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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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