retirement guide discount

Happy Thanksgiving plus huge Retirement Guide discount

Tomorrow is Thanksgiving here in the good old U.S. of A., which means Christmas is right around the corner.  With that in mind, I want to do two things. First, I want to wish you all a very Happy Thanksgiving!  I hope you have a relaxing holiday with friends and family and have time to […]

changes to your Social Security claiming options

Congress just made huge changes to your Social Security claiming options

Who says Congress can’t act quickly when they need to?  Just last week they rapidly (after much previous delay) approved budget legislation to narrowly avoid a government shutdown.  Unfortunately, buried deep in the pages of that budget—probably somewhere between synchronized swimming studies on Sea Monkeys and a real life iron man suit (actual expenditures in […]

the happiness paradox

The happiness paradox

To a large degree, happiness is being able to do what you want when you want. To get to that point, however (and here’s the paradox), you often have to do what you don’t want when you don’t want. Case in point: Retirement. You’ve heard me say many times that: Retirement is more than a […]

Just go already

Sleeping bag?  Check.  Tent?  Check.  Pocketknife?  Check.  Horse?  Wait, what?  For years my father-in-law has invited me on a cowboy camping trip that involves a four-hour horseback ride into the Wind River Range in Wyoming.  It’s never quite worked out in the past, but this year I was determined to make it happen, which is […]

keep your retirement plans on track

How to keep your retirement plans on track despite the volatility

On Monday morning my friend texted me: “Holy cow!  Don’t jump!”  He was referring, of course, to the 1000+ point drop in the Dow.  Thankfully, after more than 20 years in this business, I’ve gotten used to wild swings, so I wasn’t on the ledge (although in 2008 I was glad I work in a […]