How To Head Into Retirement With No Mortgage

Posted on June 25, 2018August 20, 2018

“Should we pay off our mortgage before we retire?” This is among the most common questions I get from clients… Read More

Couple Retires By Mid-30s

Posted on June 21, 2016March 6, 2017

What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in… Read More

How To Hold Steady When The Market Swings

Posted on February 2, 2016April 3, 2017

I vividly remember a book series from my childhood called “value tales.” Each book chronicled someone famous and a trait… Read More

A Retirement Chart Sure To Give You Anxiety

Posted on March 30, 2015July 17, 2017

I love how easily two-step charts are able to relay information to us. You look left, look right and then… Read More

Robo Advisor vs. Digital Advisor

Posted on March 16, 2015July 17, 2017

The robo-advisor: not since John Bogle came up with the idea for Vanguard in 1975 has a new development in… Read More

One Secret To Retiring Sooner

Posted on March 9, 2015July 17, 2017

As people have really dug into my new book over the last few months, You Can Retire Sooner Than You… Read More

6 Financial New Year Resolutions You Need To Make For 2015

Posted on December 29, 2014October 18, 2017

Okay guys, we’re officially a few days away from 2015, so it’s time to put your pen to paper and… Read More

3 Ways To Avoid Being Part Of The Upcoming Retirement Crisis

Posted on December 15, 2014October 19, 2017

I ran across an interesting article this week from the Boston Globe with another dire warning about retirement in America.… Read More

The Morbid State of Retirement in America

Posted on November 10, 2014December 18, 2017

1 in 5 American’s would rather die than run out of money in retirement and other unsettling retirement findings for… Read More