Category: Retirement Finance
Learn retirement financial strategies for success
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How Retirement Calculators Really Help You Know If You’re Ready to Retire
I’ll be honest, the first time I used a retirement calculator, I was hoping it would pat me on the head, tell me I was doing great, and confirm that I could retire immediately and live happily ever after. Instead, it gave me a number that made me blink twice and check if I had Read more
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Your 2026 Financial Plan: December Decisions Matter More Than Ever!
Look, I get it. You’re probably eyeing that last slice of pumpkin pie and thinking about whether you really need to watch another holiday movie, not contemplating your investment portfolio. But here’s the thing: the final days of 2025 might be the most important financial moments of your year. Make your 2026 financial plan before Read more
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Robo-Advisors: Can a Computer Really Manage My Retirement Money?
I still remember the first time I heard the term “robo-advisor.” My immediate mental image was a shiny robot in a tie, sitting behind a mahogany desk, tapping away at a keyboard while judging my questionable investment decisions. Thankfully, the reality is much less sci-fi and far more practical. A robo-advisor is simply a technology-driven Read more
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How to Save Money at Christmas – Holiday Gifts Without Looking Cheap
There was a time, back when I was working and thought nothing of it, when December meant one thing financially, mild panic wrapped in tinsel. Credit cards came out, budgets went out the window, and I convinced myself that love was best expressed through receipts long enough to qualify as short stories. Retirement, thankfully, has Read more
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Top 10 Smart Money Tips to Build Wealth
I’ve learned over the years that getting “rich” in retirement doesn’t always mean yachts, golf carts with custom rims, or neighbors wondering how you did it. For most of us, real wealth in retirement looks like freedom, peace of mind, options, and the ability to sleep through the night without mentally calculating grocery prices at Read more
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What Retirees Need to Know About This ‘Broken Money’ Warning
A First-Person Reflection on Lyn Alden’s book Broken Money. Every now and then, a financial book lands in my lap that makes me sit up a little straighter in my recliner and mumble something classy like, “Well, that explains a lot.” Lyn Alden’s Broken Money is one of those rare books. It pulls the curtain Read more
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Survive Any Financial Crisis: The Hidden Power of Community and Family
When most people think of surviving a financial crisis in retirement, they picture spreadsheets, calculators, and mild chest tightness. What they don’t picture is the real, practical power of other people. Yet again and again, the retirees who get through the hardest financial storms aren’t the ones with the biggest portfolios… but the ones with Read more
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When Money is the Obsession in Retirement
When I first retired, I thought money would be the star of the show. After all, it’s what we all spend decades chasing, saving, and worrying about. It’s easy to think that retirement is just a long financial balancing act between making your nest egg last and keeping inflation from eating it alive. But somewhere Read more
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What Scott Galloway Can Teach Us About True Financial Security in Retirement
Every so often, a book comes along that doesn’t just give financial advice, it redefines the way we think about money, time, and security. Scott Galloway’s The Algebra of Wealth: A Simple Formula for Financial Security is one of those books. It’s not a typical “get-rich-quick” manual, and it doesn’t try to sell you the Read more
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Living Simply in Retirement: How to Crush it
Somewhere between paying off the last mortgage bill and the first day I didn’t have to set an alarm clock, I realized that retirement wasn’t just a financial transition, it was a lifestyle one. I used to think living simply meant giving things up. Turns out, it’s not about having less, it’s about making room Read more