Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 522 published articles
Explore retirement income with Jean Chatzky: why spending savings can feel hard, how the 4% rule is viewed, and what to weigh with annuities.
Read more →Explore what high yield means for retirement income, plus dividends, bond yields, TIPS, annuities, and HSAs, in this Retire Sooner Podcast episode.
Read more →Are higher interest rates for retirees a help or a risk? Learn how bond yields may affect retirement income, and the trade-offs to weigh.
Read more →Explore how stock market highs, mortgage rates, and yields connect to retirement income, plus how HSAs may fit into healthcare planning.
Read more →Explore how rising interest rates relate to bonds, healthcare costs, taxes, and key retirement ages in this Retire Sooner Podcast discussion.
Read more →What is Coast FI? See how the Coast FI formula works, why stopping retirement savings too soon may be risky, and how to use it as a checkpoint.
Read more →How much do you need to retire? There may be no single number. Explore 4 questions on income, savings, surprises, and purpose to help define your "enough."
Read more →The 4% rule of thumb is a starting point for retirement withdrawals, not a guarantee. See how it works, where it came from, and when a 4% Plus approach may fit your plan.
Read more →The Retire Sooner Method reveals 5 steps toward a happier, more confident retirement—covering income, purpose, relationships, and peace of mind.
Read more →Happiness in retirement isn't just a feeling, it's linked to better financial decisions and daily well-being. Discover 5 research-backed secrets from a national study of retirees.
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