Showing 17 results of 13967
Retirement Rules of Thumb - Eggstack
In today’s episode of eggstack, we examine retirement rules of thumb. Who knew retirement planning was so easy you could do it with a rule of thumb? Continue reading...
Savings Rates & Reaching FIRE
Are you saving enough? It's the most basic of questions. Yet, I’m always so disappointed when I see an article showing how low the US savings rate is. A recent study by Fidelity showed that th...
Social Security Claiming Strategy Calculators Compared
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job....
Is There A Normal Retirement?
It was the end of 2012 when I first started looking for articles on what retirees did to create a happy retirement. My queries on the web resulted mostly in articles about retirement timing and fina...
What Will You Do In Retirement?
Last week Mike wrote to ask me for a quick answer to the question, “What are you going to do when you retire?” Mike plans to retire in three months. I often receive the related question, “What d...
Money Money Money?
The one thing, as much as anything, that consumes people's thoughts when they think about early retirement is money. How's the market doing? How are my savings doing? Will I have enough? Have I ...
Milestone: First 50 Days of Early Retirement
It has been more than a month now since I early retired from MegaCorp and adopted my new life of leisure. It feels like I am still "skipping school" and am expected to go back to work at some point....
Mega Backdoor Roth: Convert Within Plan or Out to Roth IRA?
When your 401k-type plan allows non-Roth after-tax contributions, you can take the money out to a Roth IRA or convert to Roth within the plan. Either way works....
Early Retirement and Opportunity Cost
Early retirement is expensive when you include the opportunity cost. It's the opposite of frugality....
Health Insurance for Early Retirement
Health insurance is a big, incremental expense for people hoping to retire early from corporate life. Understanding our options and the costs has been an important focus for us as we've plotted...
Years You Have Left to Live, Probably
The individual data points of life are much less predictable than the average. Here’s a simulation that shows you how much time is left on the clock....
8 Reasons To Be Confident In Your Retirement “The Number”
The one question most readers have been sending me has to do with The Number. I write those words with capital letters in homage to the financial planning book by Lee Eisenberg of the same name and ...
Multiple Roth IRA Conversion Strategy
A Roth conversion can be a smart move. But it can be made even smarter if you use more than one Roth IRA to do it, then recharacterize the underperformers....
9 Reasons It’s Difficult To Retire Early
I had a great day at work this past Friday. There wasn't anything especially amazing about it, but it was a truly enjoyable day. Good conversation, meaty strategic work, and a fair amount of horsi...
The College Paradox
My son is a junior in high school and starting to look at colleges. He’s a smart, thoughtful kid who doesn’t seem to be stressing too much about where he goes off to school. At the same time, sinc...
Bank Your Raises To Catch FIRE
Saving for FIRE is the last thing on the minds of most people. Although almost everyone dreams of being financially independent and retiring early, very few are doing anything about it. Americans ...