Reverse mortgages, and how they fit into retirement planning
The truth is that unless you're hell-bent on someone inheriting your house (and often even then -- see below!), reverse mortgages are an
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The SECURE Act: Don't Blow It Off!
While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't a
On the importance of "Plan B"
The concept of "Plan B" is extremely useful for two main reasons, either of which may be more important depending on what kind of
How should my investment strategy change in retirement?
Aren't you supposed to invest more conservatively in retirement? Isn't your investment management strategy supposed to change at tha
It's not a financial plan without Monte Carlo
Monte Carlo simulations are one of the cornerstones of what I call "adaptive financial planning". The idea is to keep you on track
Should I pay off my mortgage early?
Your mortgage is almost certainly the single largest loan you will ever take on. Here are some things to keep in mind when doing your own an
Where are you on the financial ladder?
Now presenting the Seaborn Personal Financial Ladder! The idea is straightforward: each rung is a step towards financial independence.
She who dies with the highest net worth...
In "Die Broke", Pollan paints an inspiring picture of life when one has broken free of the traditional retirement mindset: one of
Risk tolerance and risk capacity
So how much volatility are you capable of taking on in exchange for higher returns? How much volatility are you willing to take on? The firs
The Last Conversation You'll Ever Need To Have About Planning For Retirement Withdrawals
In the spirit of "The Last Conversation You’ll Ever Need to Have About Eating Right", let's talk about planning for retirement
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