Good Morning Relaxing Retirement Subscriber, With my favorite holiday of the year (Thanksgiving) upon us, let’s take our annual sabbatical…
Good Morning Relaxing Retirement Member, With my favorite holiday of the year (Thanksgiving) upon us, let’s take our annual sabbatical…
Now that markets have bounced back and the S&P 500 Index has crossed another significant threshold (3,000 points), the financial…
Good Morning Relaxing Retirement Subscriber, Now that we are into the final quarter of 2019, where the overwhelming majority of…
Good Morning Relaxing Retirement Subscriber, Last week, as we entered the final quarter of the year where the overwhelming majority…
Good Morning Relaxing Retirement Subscriber, I scoured multiple financial media outlets last week looking for a very important news item. …
Good Morning Relaxing Retirement Subscriber, DALBAR Inc.’s 25th Annual Quantitative Analysis of Investor Behavior (QAIB) has reported dismal investor returns…
Good Morning Relaxing Retirement Subscriber, Last week, I revealed the results of the 25th Annual DALBAR Quantitative Analysis of Investor…
Good Morning Relaxing Retirement Subscriber, Over the last two weeks, I have revealed the results of the 25th Annual DALBAR…
Good Morning Relaxing Retirement Subscriber, Now that markets have bounced back and the S&P 500 Index has crossed another significant…
Good Morning Relaxing Retirement Subscriber, December is upon us once again, so before the clock strikes midnight on New Year’s…
Good Morning Relaxing Retirement Member, December is upon us once again, so before the clock strikes midnight on New Year’s…
Good Morning Relaxing Retirement Member, Now that markets have bounced back and the S&P 500 Index has crossed another significant…
Good Morning Relaxing Retirement Member, Over the last two weeks, I have revealed the results of the 25th Annual DALBAR…
Good Morning Relaxing Retirement Member, Last week, I revealed the results of the 25th Annual DALBAR Quantitative Analysis of Investor…
Good Morning Relaxing Retirement Member, DALBAR Inc.’s 25th Annual Quantitative Analysis of Investor Behavior (QAIB) has reported dismal investor returns…
Good Morning Relaxing Retirement Member, I scoured multiple financial media outlets last week looking for a very important news item. …
Good Morning Relaxing Retirement Member, Last week, as we entered the final quarter of the year where the overwhelming majority…
Good Morning Relaxing Retirement Member, Now that we are into the final quarter of 2019, where the overwhelming majority of…
Good Morning Relaxing Retirement Subscriber, As promised last week after the questions I received, I’m now going to give you…
Good Morning Relaxing Retirement Member, As promised last week after the questions I received, I’m now going to give you…
Good Morning Relaxing Retirement Subscriber, After sharing the story last week of our Relaxing Retirement member’s brother and the enormous…
Good Morning Relaxing Retirement Member, After sharing the story last week of our Relaxing Retirement member’s brother and the enormous…
Good Morning Relaxing Retirement Subscriber, I recently shared a painful story with a new member which I haven’t discussed in…
Good Morning Relaxing Retirement Member, I recently shared a painful story with a new member which I haven’t discussed in…
Good Morning Relaxing Retirement Subscriber, Last week, we took a long look at the math behind claiming your social security…
Good Morning Relaxing Retirement Member, Last week, we took a long look at the math behind claiming your social security…
Good Morning Relaxing Retirement Subscriber, A new Relaxing Retirement member had a host of questions surrounding social security this past…
Good Morning Relaxing Retirement Member, A new Relaxing Retirement member had a host of questions surrounding social security this past…
Good Morning Relaxing Retirement Subscriber, On this Labor Day weekend, established over one hundred years ago to celebrate the achievements…
Good Morning Relaxing Retirement Member, On this Labor Day weekend, established over one hundred years ago to celebrate the achievements…
Good Morning Relaxing Retirement Subscriber, Higher than normal daily stock market volatility over the last few weeks, and the confusion…
Good Morning Relaxing Retirement Member, Higher than normal daily stock market volatility over the last few weeks, and the confusion…
Good Morning Relaxing Retirement Subscriber, Last week’s edition on calculating the capital gains tax due on the sale of your…
Good Morning Relaxing Retirement Member, Last week’s edition on calculating the capital gains tax due on the sale of your…
Good Morning Relaxing Retirement Subscriber, A few of our Relaxing Retirement members are in various stages of selling their primary…
Good Morning Relaxing Retirement Member, A few of our Relaxing Retirement members are in various stages of selling their primary…
Good Morning Relaxing Retirement Subscriber, Several years back, I was watching a New England Patriots football game with my son…
Good Morning Relaxing Retirement Member, Several years back, I was watching a New England Patriots football game with my son…
Over the last 30 years, the successful investors I’ve witnessed were relentlessly goal-focused. The unsuccessful ones were anxiously market-focused. There…
While your lifestyle was being supported by the income from the work you do, investing was far simpler, and you…
I had a wonderful conversation with a Relaxing Retirement member last week that I’d like to share with you. They…
One of the questions I receive all the time, especially from new Relaxing Retirement members, is “should we pay off…
Before we jump into strategy, I want to take a moment to address the commonly held belief that carrying any…
How often do you “look” at “the market?” Or, your investment portfolio? Be honest! With technology and the financial media…
**This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT FORMULA on What You Own,…
**This is the second of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT FORMULA on The Tax Reduction…
My family’s time hosting a terrific young man over the last few days through Boston Marathon Monday provided another memorable…
There are two times of year when the buy vs. rent a second home question comes up. The first is…
In this episode, we discuss the KEY difference I’ve discovered over the last 30 years of research and hands-on work…
In this episode, I reveal the 5 Big Stumbling Blocks You Hit in Your 60s, and how you can avoid…
In this episode, I share a very funny scenario I experience with many new members, and a critically important strategy…
In this episode, we’re going to discuss how you can determine if the advisor you’re working with, or considering working…
Discover the unique predicament successful savers face when transitioning to retirement today
In this episode, we’re going to cover the very first question everyone I meet wants to know: Do We Have…
Investing on the other side of The Employment Dependency Threshold when you no longer have income coming in from the…
In this episode, we’re going to discuss a critically important investment strategy which has both practical and psychological benefits.
Conflicts of interest are everywhere in the financial services industry. Discover if your advisor is legally sworn to act in…
In this episode, I’m going to share a little known, but extremely costly problem awaiting your family when they inherit…
In this episode, we’re going to talk about 3 Questions you must use to combat your risks in your retirement…
In this episode, I’m going to share a story with you about the completely unnecessary anguish a woman went through…
Good Morning Relaxing Retirement Subscriber, There are two times of year when the buy vs. rent a second home question…
Good Morning Relaxing Retirement Member, There are two times of year when the buy vs. rent a second home question…
Good Morning Relaxing Retirement Subscriber, How often do you “look” at “the market?” Or, your investment portfolio? Be honest! With…
Good Morning Relaxing Retirement Member, How often do you “look” at “the market?” Or, your investment portfolio? Be honest! With…
**This is an excerpt from Chapter 2 of THE RELAXING RETIREMENT FORMULA: Discover What You Want Good Morning Relaxing Retirement…
“What is the essence of America? Fighting and maintaining that perfect, delicate balance between freedom to and freedom from.” Good…
Good Morning Relaxing Retirement Subscriber, **This is an excerpt from the beginning of Chapter 7 of THE RELAXING RETIREMENT FORMULA…
Good Morning Relaxing Retirement Member, **This is an excerpt from the beginning of Chapter 7 of THE RELAXING RETIREMENT FORMULA…
Good Morning Relaxing Retirement Subscriber, **This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT…
Good Morning Relaxing Retirement Member, **This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT…
Good Morning Relaxing Retirement Subscriber, Last week, we talked about the horrific tax consequences your kids will face if they…
Good Morning Relaxing Retirement Member, Last week, we talked about the horrific tax consequences your kids will face if they…
Good Morning Relaxing Retirement Subscriber, I had an extended conversation with a new member last week about the landmines out…
Good Morning Relaxing Retirement Member, I had an extended conversation with a new member last week about the landmines out…
Good Morning Relaxing Retirement Subscriber, I recently helped a long-time Relaxing Retirement member sort through her Dad’s estate. The exhausting…
Good Morning Relaxing Retirement Member, I recently helped a long-time Relaxing Retirement member sort through her Dad’s estate. The exhausting…
Good Morning Relaxing Retirement Subscriber, While a Will, Durable Power of Attorney, and Health Care Proxy are all important and…
Good Morning Relaxing Retirement Member, While a Will, Durable Power of Attorney, and Health Care Proxy are all important and…
Good Morning Relaxing Retirement Subscriber, Without any hesitation, I can tell you that losing Relaxing Retirement members and friends whom…
Good Morning Relaxing Retirement Member, Without any hesitation, I can tell you that losing Relaxing Retirement members and friends whom…
Good Morning Relaxing Retirement Subscriber, Last week, we evaluated the often-asked question: “should we pay off our existing mortgage”? Today,…
Good Morning Relaxing Retirement Member, Last week, we evaluated the often-asked question: “should we pay off our existing mortgage”? Today,…
Good Morning Relaxing Retirement Subscriber, One of the questions I receive all the time, especially from new Relaxing Retirement members,…
Good Morning Relaxing Retirement Member, One of the questions I receive all the time, especially from new Relaxing Retirement members,…
