Articles
Latest Article
How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
For What It’s Worth: Silver Bullet
The expression “silver bullet” is a conflation of a medical term coined by a Nobel laureate and the calling card of a legendary lawman of the Old West. […]
No more Money in my mailbox
By Joel Dresang The death of Money is another reminder of the tougher time individuals have at discerning how best to conduct their financial lives. […]
Staying active as conditions change
Active management offers flexibility not allowed in less-expensive index-tracking passive funds. The latitude that active managers have for managing risk as well as for adjusting to market fluctuations and changes in the business cycle make such funds a valuable component in a balanced investment portfolio. […]
Plan affordable vacations or avoid Facebook
By Joel Dresang Vacations seem a bigger deal now, with bigger bills. They can upset the spending plans of retirees. They can divert workers’ earnings from retirement savings. They can contribute to family debts. […]
Social Security and my future
By Joel Dresang Only about 1 in 15 Americans has an online Social Security account and checks their benefits estimates once a year. I happen to be one of those few. Not only do I plan on Social Security being there for my wife and me when we retire, but I’m getting an idea of how much to expect and how that fits in with the rest of our plans. […]
Investing for (unplanned) early retirement
For whatever reasons retirees reach the end of their work lives—whether early or on plan, trusting sound investment practices is key, Dave Sandstrom says. […]