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On rare occasions, I read something so insightful that I feel compelled to share it with the readers of this blog. Today’s article is an example of one such occasion.

On October 26th, I was reading Dan Haylett’s weekly newsletter, The Retirement Fix</strong...

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We’ve all heard the line: “Retirement is a marathon, not a sprint.”

It sounds reasonable on the surface. You’ve got 20, maybe 30 years ahead of you. Take it slow. Pace yourself. You’ve got all the time in the world. But after seven years of living this retirement life, I’ve realized something important:

We’re better off living retirement...

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I want to believe in Unicorns, but their magic is too good to be true.

The same could be said of many investments. I speak from experience, and today I’m sharing some lessons I’ve learned about “alternative investments” that are too good to be true…

My career in financial services began in February 1995, just shy of my 24th birthday. I barely knew what a 401(k) ...

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It was a beautiful October afternoon.

I was driving home after an enjoyable mountain bike ride in the Appalachian Mountains, savoring the cool breeze through the open windows in my pickup truck.

The radio was on (yes, I’m an old-timer who still listens to the radio, typically a local Classic Rock station), when Bruce Springsteen started belting out his...

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On a random weekday earlier this month, a few hours of unexpected free time materialized on my calendar.

My eyes quickly darted to Bill Bengen’s new book, A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More, (Amazon Affiliate link),</e...

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