The Behavioral Side
Like most people, I’ve been watching the forecast this week. They’re calling for a big winter storm to move through our area beginning Saturday night, bringing a good amount of ice and snow. Maybe six inches. Maybe 18. Maybe it shifts slightly north, and we get rain. The
The Pensioner's Paradox
Previously, we looked at two types of retirees: the Pensioner and the Self-Funded Retiree. They show us that retirement income can be approached in very different ways, and that peace of mind isn’t just about the size of your savings. Today, I want to dig deeper into why
The Pensioner's Paradox
The two types of retirees
Income-Growth Framework
The woman sitting across from me had $1.8 million in her retirement accounts. She was 68 years old. Healthy. No debt. Pension coming in. Social Security started. And she wouldn’t book the trip to see her grandkids. “I know I should go,” she told me during our tax