Asset Location: One Of Retirees Top Regrets
I was listening to a podcast the other day and a retiree was providing wisdom to future retirees. One of the best ways to learn […]
Is A Roth In-Plan Conversion A Hidden Gem?
Quick Summary: Roth In-Plan Conversions, if your company allows them, should be given serious consideration. The benefits can be tremendous if your unique personal situation […]
Sticky: Dividend Income Q3 2021
Owning stocks from my Master Stock List, I’m generating passive dividend income from my Vanguard taxable account. Each month, I contribute dollars to my Vanguard money market […]
Our Bridge To Higher Social Security Benefits
Being about 3 1/2 years away from retirement, my most recent articles have been about becoming debt-free, my corporate pension and drawdown strategies. All of […]
My Beautiful Corporate Pension: It’ll Cover Essential Expenses In Retirement
No matter how hard you try, you can only estimate and forecast so much. Eventually, you’ve got to go to the source and get the […]
Donald Yachtman: Observations and Quotes From 2012 Interview
I’m not sure how I got interested in learning about Donald Yachtman but I’m drawn to his style of investing. His background seems like most […]
I Am 100% Debt-Free!
Friday, July 30th of 2021 will be a day I’ll never forget. For starters, I now keep track of my financial milestones so it will […]
The Draw(down): Decumulation in Retirement
Four more years, four more years …. No, it’s not a political campaign but four (or less) more years until my retirement. Sure, I’m getting […]
STICKY: Dividend Income Q2 2021
Owning stocks from my Master Stock List, I’m generating passive dividend income from my Vanguard taxable account. Each month, I contribute dollars to my Vanguard money market […]
Lesson One: Warren Buffett’s 2001 Letter to Shareholders
NOTE: This is the first in a new series of articles that focuses on lessons we can learn from the masters – the investing gurus. […]