Blog

Weekly articles about how to live a secure, fulfilling retirement.

Time for a mid-year financial checkup

Well, we just past the halfway point of 2020.  Five months to go.  Time for a mid-year financial checkup.  I’m a big proponent of doing an annual review each January, but this year has been a bit…unusual…so I encourage you to look things over now and make sure that...

How to plan a safe, fun road trip during these crazy times.

My family and I just finished a 4,200-mile, 7 state road trip.  A few nights we stayed in hotels.  More often we camped.  Sometimes camping was a luxury tent with a fireplace and running water (Thanks Under Canvas!).  Sometimes camping was our trusty tent deep in the...

The importance of more at bats

Happy New Year!  Just a quick thought today on doing (i.e. taking more at bats).  One of the biggest retirement mistakes I see people make has nothing to do with money.  It’s that they constantly defer their dreams.  They just don’t do stuff.  Everything is “someday”...

5 things Medicare doesn’t cover

Most people rely on Medicare to cover their health expenses during retirement, but it won’t pay for everything.  Here are 5 things that Medicare doesn’t cover.   Deductibles, coinsurance and copayments: Depending on the type of Medicare you choose, you’ll still be...

How to optimize your life for retirement

To optimize something is to “make it as perfect, effective or functional as possible.”  That’s a good goal for retirement.  After all, you only have one shot at it, so make it the best it can be.  Here’s how to optimize your life for retirement. Control...

Finish the year strong

We just wrapped up Labor Day Weekend here in the U.S.  That is the unofficial end of summer and it means we only have four months to go before we finish up this year and start a new decade.  That’s plenty of time to get a few things done and finish the year...

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