I’m a relatively aggressive investor. At age 58 (a couple of years ago) my portfolio allocation to equities was 90%. Comparing that to typical financial planning advice, that’s very high: Are Older Investors Too Aggressive? What the Data Shows It appears I’m not alone in this craziness. Last month, Morningstar published an article titled “Have […]
Is he really at it again? Despite ruling out an NFL encore appearance this fall, rumors continue to circulate among fans that Tom Brady is flirting with the idea. While the sports star’s plans remain unknown, he has become a highly visible ambassador for unretirement among the broader public after a video was posted on […]
Throughout my career, I almost always had clear goals, objectives, and expectations. Often, my performance objectives were well documented and discussed, with varying degrees of frequency, with my boss throughout the year. We would discuss “headwinds” and “tailwinds” that are impacting performance, being sure to give credit to others who contributed to successes while taking […]
If you’re like me, golf isn’t just a game. I wake up thinking about golf, go to work listening to a golf podcast, and finish my day on the driving range. To me, golf is a calling and something I can turn to no matter how the other aspects of my life are doing. Of […]
If you’re about to start your own business or have recently done so, you’ve likely wondered what retirement plan might be best for you. Is it a 401(k) plan? A SEP IRA? Something else? With the many options available, I asked four financial advisors for their thoughts on the two most popular options, 401(k) plans, […]
Healthcare costs in retirement have doubled in the past 20-odd years, reaching $158k per retiree. And while that’s unchanged from last year, the upward march of this cost will likely restart soon. Learn what you can do now to improve your position to cover the fast-rising cost of healthcare in retirement. A year ago, Dave […]
Every day, you make lots and lots of financial choices. Do I buy that shirt? Shoes? TV? Car? House? If yes, which one? This one question will help you make the right choice.
Why do people choose Florida to retire? Let’s discover the best places to retire in Florida and learn what makes the Sunshine State stand out. The Sunshine State simply has everything you could ever ask for in a place to spend your golden years. There are 237 days of sunshine each year, 1350 miles of […]
Why do people choose Ohio to retire? Let’s discover the best places to retire in Ohio and learn what makes the Buckeye State stand out. The stereotype of retired life usually involves warm weather, sun-kissed shorelines, and casual games of golf. However, as tantalizing as that lifestyle might sound to some people, it definitely isn’t […]