Retirement

Change Your Behavior to Change Your Life

People often complain to me about how much they’re paying in interest—on their mortgage, car loans, or credit cards. Or, they’ll fret out loud about the future—”How am I EVER going to save enough to live comfortably in retirement?” Here’s an example: Joe: I figure I need at least $1 million to be able to […]

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The Two Things You Need to Succeed Financially

My back has been hurting on and off the last few years. After trying various solutions, I finally found a therapist who gave me some exercises that work. Talk about a difference-maker! They not only help me feel better, they address the root cause of my pain.  But here’s the “shocking” great discovery I’ve made:

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Don’t Let Health Costs Lead to Wealth Loss

You’re in your 50s, and you plan to retire within the next ten to fifteen years. What should you expect with regard to future healthcare costs? Expect to pay more. In 2022, overall health spending in the U.S. was $13,493 per capita, or a staggering $4.5 trillion (that’s “trillion” with a T). And healthcare costs—as

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The Surprising Benefits of Delaying Your Retirement

Can working a few years longer really make a big financial difference for retirees? Perhaps more than you might think. A couple recently asked me to help them evaluate their retirement options. I’ve changed the names and numbers to protect the innocent (or insolvent). Bob and his wife Vicky are 60. Their house is paid

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How to Sleep Better in Retirement

As people near retirement, most ask some version of this question: “What financial risks should I watch out for in this next chapter of my life?” The answer is not that complicated: Many of the same risks you face now—plus a couple more. Here’s why that’s interesting: If you are about to voluntarily retire, you

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