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Smarter Charitable Donations

Good Morning Relaxing Retirement Subscriber, Now that we are into the final quarter of 2019, where the overwhelming majority of…

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Smarter Charitable Donations

Good Morning Relaxing Retirement Member, Now that we are into the final quarter of 2019, where the overwhelming majority of…

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When to Consider
and When to Run From Annuities

Good Morning Relaxing Retirement Subscriber, As promised last week after the questions I received, I’m now going to give you…

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When to Consider
and When to Run From Annuities

Good Morning Relaxing Retirement Member, As promised last week after the questions I received, I’m now going to give you…

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Beware of One-Size-Fits-All Annuities

Good Morning Relaxing Retirement Subscriber, After sharing the story last week of our Relaxing Retirement member’s brother and the enormous…

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Beware of One-Size-Fits-All Annuities

Good Morning Relaxing Retirement Member, After sharing the story last week of our Relaxing Retirement member’s brother and the enormous…

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What Surrender Charge?

Good Morning Relaxing Retirement Subscriber, I recently shared a painful story with a new member which I haven’t discussed in…

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What Surrender Charge?

Good Morning Relaxing Retirement Member, I recently shared a painful story with a new member which I haven’t discussed in…

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Evaluating Social Security
Benefits for Your Spouse

Good Morning Relaxing Retirement Subscriber, Last week, we took a long look at the math behind claiming your social security…

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Evaluating Social Security
Benefits for Your Spouse

Good Morning Relaxing Retirement Member, Last week, we took a long look at the math behind claiming your social security…

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Will You Collect Social Security Benefits
Before Age 66?

Good Morning Relaxing Retirement Subscriber, A new Relaxing Retirement member had a host of questions surrounding social security this past…

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Will You Collect Social Security Benefits
Before Age 66?

Good Morning Relaxing Retirement Member, A new Relaxing Retirement member had a host of questions surrounding social security this past…

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LABOR Day

Good Morning Relaxing Retirement Subscriber, On this Labor Day weekend, established over one hundred years ago to celebrate the achievements…

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LABOR Day

Good Morning Relaxing Retirement Member, On this Labor Day weekend, established over one hundred years ago to celebrate the achievements…

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A False Premise That Leads
to Bad Investment Decisions

Good Morning Relaxing Retirement Subscriber, Higher than normal daily stock market volatility over the last few weeks, and the confusion…

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A False Premise That Leads
to Bad Investment Decisions

Good Morning Relaxing Retirement Member, Higher than normal daily stock market volatility over the last few weeks, and the confusion…

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Calculating Your Capital Gains Tax
on The Sale of Your Vacation Home

Good Morning Relaxing Retirement Subscriber, Last week’s edition on calculating the capital gains tax due on the sale of your…

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Calculating Your Capital Gains Tax
on The Sale of Your Vacation Home

Good Morning Relaxing Retirement Member, Last week’s edition on calculating the capital gains tax due on the sale of your…

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How Much Will You Owe in Capital Gains Taxes
When You Sell Your Home?

Good Morning Relaxing Retirement Subscriber, A few of our Relaxing Retirement members are in various stages of selling their primary…

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How Much Will You Owe in Capital Gains Taxes
When You Sell Your Home?

Good Morning Relaxing Retirement Member, A few of our Relaxing Retirement members are in various stages of selling their primary…

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Obvious and Logical

Good Morning Relaxing Retirement Subscriber, Several years back, I was watching a New England Patriots football game with my son…

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Obvious and Logical

Good Morning Relaxing Retirement Member, Several years back, I was watching a New England Patriots football game with my son…

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Goal vs. Market Focused

Over the last 30 years, the successful investors I’ve witnessed were relentlessly goal-focused. The unsuccessful ones were anxiously market-focused. There…

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Two More Responsibilities to Your Task

While your lifestyle was being supported by the income from the work you do, investing was far simpler, and you…

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Protect Your Financial Confidence with Meaningful Specifics

I had a wonderful conversation with a Relaxing Retirement member last week that I’d like to share with you. They…

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Should You Pay Off Your Mortgage?

One of the questions I receive all the time, especially from new Relaxing Retirement members, is “should we pay off…

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Valid Reasons to Have a Mortgage in Retirement

Before we jump into strategy, I want to take a moment to address the commonly held belief that carrying any…

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How Often Do You “Look?”

How often do you “look” at “the market?”  Or, your investment portfolio? Be honest! With technology and the financial media…

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Know How Not To Give It All Away In Taxes – Part I

**This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT FORMULA on What You Own,…

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Know How Not To Give It All Away In Taxes – Part II

**This is the second of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT FORMULA on The Tax Reduction…

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Lessons From One of The Lost Boys of Sudan

My family’s time hosting a terrific young man over the last few days through Boston Marathon Monday provided another memorable…

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Should You Continue Renting or Buy a Second Home?

There are two times of year when the buy vs. rent a second home question comes up.  The first is…

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Financial Confidence

In this episode, we discuss the KEY difference I’ve discovered over the last 30 years of research and hands-on work…

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The 5 Big Stumbling Blocks You Hit in Your 60s

In this episode, I reveal the 5 Big Stumbling Blocks You Hit in Your 60s, and how you can avoid…

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What to Do To Create Your Ideal Lifestyle!

In this episode, I share a very funny scenario I experience with many new members, and a critically important strategy…

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Why You Should Only Work With 1.6% of Financial Advisors

In this episode, we’re going to discuss how you can determine if the advisor you’re working with, or considering working…

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Today’s Retirement Predicament

Discover the unique predicament successful savers face when transitioning to retirement today

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Do You Have Enough in Your Retirement Bucket?

In this episode, we’re going to cover the very first question everyone I meet wants to know: Do We Have…

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The 5 Answers You Need
Before You Invest

Investing on the other side of The Employment Dependency Threshold when you no longer have income coming in from the…

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What NOT to Invest During Phase 2 of Your Financial Life

In this episode, we’re going to discuss a critically important investment strategy which has both practical and psychological benefits.

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Is Your Advisor a Pure Fiduciary

Conflicts of interest are everywhere in the financial services industry. Discover if your advisor is legally sworn to act in…

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How to Make Sure Your Family Doesn’t Lose Over 40% of Your IRA

In this episode, I’m going to share a little known, but extremely costly problem awaiting your family when they inherit…

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Combatting Your Risks in Retirement with 3 Questions

In this episode, we’re going to talk about 3 Questions you must use to combat your risks in your retirement…

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How to Save Your Family From Unnecessary Anguish

In this episode, I’m going to share a story with you about the completely unnecessary anguish a woman went through…

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Should You Continue Renting or Buy a Second Home?

Good Morning Relaxing Retirement Subscriber, There are two times of year when the buy vs. rent a second home question…

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Should You Continue Renting or Buy a Second Home?

Good Morning Relaxing Retirement Member, There are two times of year when the buy vs. rent a second home question…

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How Often Do You “Look?”

Good Morning Relaxing Retirement Subscriber, How often do you “look” at “the market?”  Or, your investment portfolio? Be honest! With…

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How Often Do You “Look?”

Good Morning Relaxing Retirement Member, How often do you “look” at “the market?”  Or, your investment portfolio? Be honest! With…

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Forget The Old Definition of Retirement And
Define Your Ideal Lifestyle

**This is an excerpt from Chapter 2 of THE RELAXING RETIREMENT FORMULA: Discover What You Want Good Morning Relaxing Retirement…

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Forget The Old Definition of Retirement And
Define Your Ideal Lifestyle

**This is an excerpt from Chapter 2 of THE RELAXING RETIREMENT FORMULA: Discover What You Want Good Morning Relaxing Retirement…

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Thoughts on Your Independence

“What is the essence of America? Fighting and maintaining that perfect, delicate balance between freedom to and freedom from.”        Good…

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Thoughts on Your Independence

“What is the essence of America? Fighting and maintaining that perfect, delicate balance between freedom to and freedom from.”        Good…

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Prepare For The Unpredictable

Good Morning Relaxing Retirement Subscriber, **This is an excerpt from the beginning of Chapter 7 of THE RELAXING RETIREMENT FORMULA…

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Prepare For The Unpredictable

Good Morning Relaxing Retirement Member, **This is an excerpt from the beginning of Chapter 7 of THE RELAXING RETIREMENT FORMULA…

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Know How Not To Give It All Away In Taxes – Part II

Good Morning Relaxing Retirement Subscriber, **This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT…

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Know How Not To Give It All Away In Taxes – Part II

Good Morning Relaxing Retirement Member, **This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT…

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Know How Not To Give It All Away In Taxes – Part I

Good Morning Relaxing Retirement Subscriber, **This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT…

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Know How Not To Give It All Away In Taxes – Part I

Good Morning Relaxing Retirement Member, **This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT…

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Help Your Kids Avoid
Losing 40+% of Your IRA

Good Morning Relaxing Retirement Subscriber, Last week, we talked about the horrific tax consequences your kids will face if they…

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Help Your Kids Avoid
Losing 40+% of Your IRA

Good Morning Relaxing Retirement Member, Last week, we talked about the horrific tax consequences your kids will face if they…

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Prepare Your Kids
How To Inherit Your IRA

Good Morning Relaxing Retirement Subscriber, I had an extended conversation with a new member last week about the landmines out…

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Prepare Your Kids
How To Inherit Your IRA

Good Morning Relaxing Retirement Member, I had an extended conversation with a new member last week about the landmines out…

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Hosting Thomas Madut: One of The Lost Boys of Sudan

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Consolidate Those Accounts!

Good Morning Relaxing Retirement Subscriber, I recently helped a long-time Relaxing Retirement member sort through her Dad’s estate. The exhausting…

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Consolidate Those Accounts!

Good Morning Relaxing Retirement Member, I recently helped a long-time Relaxing Retirement member sort through her Dad’s estate. The exhausting…

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Three Controls a Revocable
Living Trust Provides Best

Good Morning Relaxing Retirement Subscriber, While a Will, Durable Power of Attorney, and Health Care Proxy are all important and…

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Three Controls a Revocable
Living Trust Provides Best

Good Morning Relaxing Retirement Member, While a Will, Durable Power of Attorney, and Health Care Proxy are all important and…

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Revisiting What Your Family Will Do
When You’re No Longer Here

Good Morning Relaxing Retirement Subscriber, Without any hesitation, I can tell you that losing Relaxing Retirement members and friends whom…

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Revisiting What Your Family Will Do
When You’re No Longer Here

Good Morning Relaxing Retirement Member, Without any hesitation, I can tell you that losing Relaxing Retirement members and friends whom…

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Valid Reasons to Have a Mortgage in Retirement

Good Morning Relaxing Retirement Subscriber, Last week, we evaluated the often-asked question: “should we pay off our existing mortgage”? Today,…

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Valid Reasons to Have a Mortgage in Retirement

Good Morning Relaxing Retirement Member, Last week, we evaluated the often-asked question: “should we pay off our existing mortgage”? Today,…

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Should You Pay Off Your Mortgage?

Good Morning Relaxing Retirement Subscriber, One of the questions I receive all the time, especially from new Relaxing Retirement members,…

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Should You Pay Off Your Mortgage?

Good Morning Relaxing Retirement Member, One of the questions I receive all the time, especially from new Relaxing Retirement members,…

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Lessons From One of
The Lost Boys of Sudan

Good Morning Relaxing Retirement Subscriber, My family’s time hosting a terrific young man over the last few days through Boston…

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Lessons From One of
The Lost Boys of Sudan

Good Morning Relaxing Retirement Member, My family’s time hosting a terrific young man over the last few days through Boston…

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Rebalancing Guidelines

Good Morning Relaxing Retirement Subscriber, As we discussed last week, during Phase Two of your financial life when you are…

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Rebalancing Guidelines

Good Morning Relaxing Retirement Member, As we discussed last week, during Phase Two of your financial life when you are…

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Can You Now Just “Set it and Forget it”?

Good Morning Relaxing Retirement Subscriber, Let’s assume you’ve taken each step in The Relaxing Retirement Formula so far. You’ve determined…

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Can You Now Just “Set it and Forget it”?

Good Morning Relaxing Retirement Member, Let’s assume you’ve taken each step in The Relaxing Retirement Formula so far. You’ve determined…

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What Drove The Market Down (or Up) Yesterday?

Good Morning Relaxing Retirement Subscriber, Even with all of our focus on the long term, one of the questions I…

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What Drove The Market Down (or Up) Yesterday?

Good Morning Relaxing Retirement Member, Even with all of our focus on the long term, one of the questions I…

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Reversion to the Mean and TIME

Good Morning Relaxing Retirement Member, Everyone craves order and certainty.  We like it when we understand cause and effect. We…

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Reversion to the Mean and TIME

Good Morning Relaxing Retirement Subscriber, Everyone craves order and certainty.  We like it when we understand cause and effect. We…

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Higher Expected Returns

Good Morning Relaxing Retirement Subscriber, Over the last couple of weeks, we’ve been discussing the factors that go into the…

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Higher Expected Returns

Good Morning Relaxing Retirement Member, Over the last couple of weeks, we’ve been discussing the factors that go into the…

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The Most Influential Decision You Must Make

Good Morning Relaxing Retirement Subscriber, As we’ve identified over the last few weeks, when your employment income “faucet” turns off,…

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The Most Influential Decision You Must Make

Good Morning Relaxing Retirement Member, As we’ve identified over the last few weeks, when your employment income “faucet” turns off,…

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Knowing What NOT to Invest

Good Morning Relaxing Retirement Subscriber, If you’ve been reading all of my recent issues of The Strategy of the Week…

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Knowing What NOT to Invest

Good Morning Relaxing Retirement Member, If you’ve been reading all of my recent issues of The Strategy of the Week…

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Discover the “Real”
Rate of Return You Must Earn

Good Morning Relaxing Retirement Subscriber, Would you take a potent new drug because a television personality was discussing it last…

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