Retirement Planning Toolkit

Retirement Planning Toolkit

When you signed up for updates at Intentional Retirement, you received a detailed Retirement Countdown Checklist.  That sign-up bonus has been the same since I started the site, so I decided to change it up a bit. Rather than giving just one resource, I decided to give a whole toolkit full of them.  Plus, I [...]

Learning Challenge Update: How I did and what’s next.

Speed Reading Update The most recent skill I’ve been working to add to my “Lifestyle Résumé” is speed reading.  Last month I tested my reading and comprehension and then studied ways to improve both.  Over the last several weeks, I took what I learned and put it into practice as I worked through my reading [...]

Keep calm and retire on

  The markets have done great lately, but there will inevitably come a time when fear returns and indexes drop.  After all, that is the nature of markets.  While we can’t control the ups and downs, we can control things like how much we’re saving, how our assets are allocated and  how much debt we have.  Focus on those [...]

Two surefire ways to retire sooner

“When can I retire?”  I get that question a lot.  If you’re curious about the answer, look no further than your retirement budget.  The more money you want to spend during retirement, the more you’ll need to save before you get there and the longer you’ll likely need to work.  It stands to reason then, [...]

Social Security Card

4 ways to maximize your Social Security benefits

[Note: As most of you know, I’m a financial adviser.  I use a program called Social Security Timing to help clients determine the best Social Security strategy for their situation.  I’ll run that report for free for the first 20 of my readers (that’s you!) who request it.  Certain conditions apply, so just email me [...]