Articles
Is Inherited Wealth Powerful Or Destructive? Insights From Estate Planning Expert, David York
David York churns out nuggets of wisdom so effortlessly that it’s easy to see why the TED Talk folks invited him onto their hallowed stage
A Guide To Navigating Inflation
Inflation is dominating financial headlines. I don’t like it any more than you, but we need to bravely face reality to help guide and shape
Answering Your Retirement Questions
We have a great new Retire Sooner Facebook Group. It’s full of people like you, trying to retire one year earlier than they ever thought
Keeping Financial Powder Dry To Fight Market Volatility
With the primary indices all flirting with “correction territory,” it’s time for a market correction gut check. As a reminder, a market correction is typically
Fighting Market Volatility with the Dry Powder Principle
With the Dow, S&P 500 and Nasdaq all flirting with “correction territory”, it’s no wonder investors are on edge. I mean, what is there to
The 4% Rule . . . The 4% Plus Rule
In 1994, William Bengen, a Massachusetts Institution of Technology aeronautics and astronautics graduate turned certified financial planner, calculated stock returns and retirement scenarios for the
Seven Themes For A Changing World
If I had told you in January of 2020 that a devastating pandemic was about to descend upon the world, leading to 5 million deaths
Why ‘Timing The Market’ Is Likely A Costly Mistake
Over the years, I’ve found an aspect of investing that folks struggle with the most is the anxiety that comes with watching hard earned dollars
Positioning Your Portfolio To Battle Inflation
Driving my son, Jett, to Boy Scouts last week, he piped up from the backseat to ask, “Dad, what’s inflation?” This is a boy who
Want A Happy Retirement? Do NOT Follow These Habits
I’ve recently released a book titled “What the Happiest Retirees Know,” after analyzing the results from a study I created based on years of inspiration
10 Habits For An Unhealthy, Insecure, And Joyless Life – Part 2
My latest book, What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life was based on data and analysis from two
Georgians Face Supply Chain Pains
We’ve all heard the stories or even experienced firsthand the shortage of everything from automobiles to electronics to furniture, shoes and Gatorade. Even Swedish Fish,