Busting the 4% Rule Myth
Derek Tharp explains how risk-based guardrails can provide a better retirement spending plan than the 4 percent rule would allow.
How to Stretch Your Money Until You’re 100
Breaking down the 4 steps of the “live to 100” strategy as life expectancy increases and conventional retirement wisdom struggles…
How Financial Planning Changes when People Routinely Live Healthy to 100
How would retirement planning change if life expectancy rose to age 100? Exploring how differently each generation approaches retirement saving and spending.
How Money Talk Can Transform Your Marriage and Retirement
5 steps to improve your money talks in marriage to set up a better retirement and financial plan with your spouse.
How do Annuities Work? With David Lau
David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to look for in a good…
Key Findings from 2024 Retirement Survey You Can’t Miss
Identifying retirement sentiment from the Employee Benefit Research Institute (EBRI) retirement confidence survey and examining the strategies you can use to avoid unnecessary financial strain in retirement.
Are You Better Off Renting or Buying a Home in Retirement?
Comparing the costs, risks and opportunities of buying and renting a home in retirement in today’s housing market, and some strategies to increase your appeal to lenders.
Are You Spending Too Little in Retirement?
A deeper look at the risks that prevent people from spending in retirement through the analysis of retirement spending data and evaluating strategies to mitigate those risks and lower the stress and anxiety of retirement financial planning.
Building a Path to Financial Freedom
You don’t have to view retirement as an end to a journey. Instead, you can take author Eric Brotman’s advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.
Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!