Articles
Are Higher Interest Rates Good for Retirees? Bond Income Trade-Offs
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.
Client Spotlight: Writing a Memoir Later in Life
Is it too late to write a memoir? Judy Geller published hers in her 80s to honor her late husband. Here’s what writing a memoir
What Is Coast FI, and Can You Stop Saving for Retirement?
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
How Much Do You Need to Retire? 4 Questions to Ask Yourself
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
Long-Term Care Insurance vs. Self-Insuring
Should you buy long-term care insurance or self-insure? See real monthly cost ranges, a 4-step decision framework, and how one family’s story changed everything.
Client Spotlight: Retirement Boat Building
Retired CIA client Doug spent 2,000 hours building an award-winning Ocean Pointer boat. A story of patience, purpose, and retirement well spent.
4% Rule for Retirement Withdrawals: A Complete Guide
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
The Retire Sooner Method: 5 Steps Toward a Happier, More Confident Retirement
The Retire Sooner Method reveals 5 steps toward a happier, more confident retirement—covering income, purpose, relationships, and peace of mind.
Why Is Happiness Important in Retirement? 5 Research-Backed Secrets
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
Client Spotlight: Retirement Bucket List Travel, A South Africa Safari
Retired couple Ned and Nancy take a bucket-list South Africa safari, a real story of planning ahead for the experiences that matter in retirement.
How Much Money Do You Need to Retire? The 3 Green Zones
How much money do you need to retire happy? The Money & Happiness Green Zones break it down into three checkpoints: assets, income, and mortgage
How Does Sleep Affect Retirement? The Overlooked Happiness Factor
Discover why sleep may be one of the most overlooked factors in a happy retirement, and simple habits to help you sleep better starting tonight.
Other Resources
