A Pre-Retirement Financial Checklist
Before you retire, be sure you check off our financial to-do list. This pre-retirement checklist will help you not forget anything.
A full, happy, comfortable retirement is where so many WCIers have been aiming since they began working. The main questions: what’s the best way to get there, and once you arrive, how do you begin to live and fund your new life?
Before you retire, be sure you check off our financial to-do list. This pre-retirement checklist will help you not forget anything.
This podcast episode discusses the Rule of 55 retirement strategy, as well as listener questions about the risks of linking financial accounts to budgeting apps like YNAB, strategies for optimizing Trump accounts, and how to approach inherited taxable accounts and legacy investments.
If you're financially independent but still working, here are a few reasons for why you still might not want to retire.
A perennial question in the financial literature is at what age is the best to begin Social Security benefits. Here's how I decided for me.
Let's consider a case study of somebody who barely has enough and how they deploy those assets to ensure a comfortable retirement.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Here's what you need to know about how to withdraw your RMDs from Vanguard. It's not as difficult as you might think.
In the back half of my career, the questions of when and how to transition into the “post-primary career” phase grow more prominent daily.
Here are some options to drastically lower the cost of living and survive in a down market without working too hard or for longer.
Coast FIRE can produce many of the benefits of retirement, all while providing many of the benefits of still working. Here's what to know.
Several major transition points in our lives have an oversized impact. Retirement is one of those. Here's how I'm thinking about it.
Some people believe you should never spend your principal in retirement. Here's why I totally disagree with that philosophy.
Going from accumulator to decumulator is not like flipping a switch. It’s psychologically recalibrating your entire money life.
We asked 15 questions to determine how those who have retired got there. So far, about 125 people have responded. Here's what they said.
Some might feel this is a ridiculous premise, but it actually could make sense to use airline points to manage risk in early retirement.
A conversation with Bill Bengen—the creator of the 4% rule—to discuss how retirement strategies have evolved, what high-income professionals should be thinking about now, and his current recommendations on safe withdrawal rates.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
