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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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Discover the “Real”
Rate of Return You Must Earn

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

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Two More Responsibilities to Your Task

Good Morning Relaxing Retirement Subscriber, While your lifestyle was being supported by the income from the work you do, investing…

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Two More Responsibilities to Your Task

Good Morning Relaxing Retirement Member, While your lifestyle was being supported by the income from the work you do, investing…

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Purchasing Power

Good Morning Relaxing Retirement Subscriber, Have you ever stopped to think about why we subject ourselves to market volatility where…

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Purchasing Power

Good Morning Relaxing Retirement Member, Have you ever stopped to think about why we subject ourselves to market volatility where…

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Where Will Your Income Come From?

Good Morning Relaxing Retirement Subscriber, In last week’s Strategy, we talked about your level of Retirement Bucket™ Dependence, and the…

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Where Will Your Income Come From?

Good Morning Relaxing Retirement Member, In last week’s Strategy, we talked about your level of Retirement Bucket™ Dependence, and the…

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What’s Your Retirement Bucket Dependence?

Good Morning Relaxing Retirement Subscriber, As we discussed last week kicking off a brand new year together, especially in light…

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What’s Your Retirement Bucket Dependence?

Good Morning Relaxing Retirement Member, As we discussed last week kicking off a brand new year together, especially in light…

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The Three Questions On Everyone’s Mind

Good Morning Relaxing Retirement Subscriber, When we meet with an individual or couple for the first time, there are three…

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The Three Questions On Everyone’s Mind

Good Morning Relaxing Retirement Member, When we meet with an individual or couple for the first time, there are three…

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Goal vs. Market Focused

Good Morning Relaxing Retirement Subscriber, Over the last 30 years, the successful investors I’ve witnessed were relentlessly goal-focused. The unsuccessful…

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Goal vs. Market Focused

Good Morning Relaxing Retirement Member, Over the last 30 years, the successful investors I’ve witnessed were relentlessly goal-focused. The unsuccessful…

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Protect Your Financial Confidence
with Meaningful Specifics

Good Morning Relaxing Retirement Subscriber, I had a wonderful conversation with a Relaxing Retirement member last week that I’d like…

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Protect Your Financial Confidence
with Meaningful Specifics

Good Morning Relaxing Retirement Member, I had a wonderful conversation with a Relaxing Retirement member last week that I’d like…

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For a Great 2019

Good Morning Relaxing Retirement Subscriber, We’ve all heard the phrase, “don’t wait for a crisis in your life to motivate…

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For a Great 2019

Good Morning Relaxing Retirement Member, We’ve all heard the phrase, “don’t wait for a crisis in your life to motivate…

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Exploring Tax Loss Harvesting

Good Morning Relaxing Retirement Subscriber, As common as they are, stock market corrections never feel very good, especially in the…

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Exploring Tax Loss Harvesting

Good Morning Relaxing Retirement Member, As common as they are, stock market corrections never feel very good, especially in the…

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Part II: Strategic Year-End Donating

Good Morning Relaxing Retirement Subscriber, Last week, with the giving spirit of the holidays upon us, I recommended taking a…

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Part II: Strategic Year-End Donating

Good Morning Relaxing Retirement Member, Last week, with the giving spirit of the holidays upon us, I recommended taking a…

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Part I: Strategic Year-End Donating

Good Morning Relaxing Retirement Member, As the deadline of another year-end approaches, and the requests for donations come in the…

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Part I: Strategic Year-End Donating

Good Morning Relaxing Retirement Subscriber, As the deadline of another year-end approaches, and the requests for donations come in the…

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Year-End Checklist

Good Morning Relaxing Retirement Subscriber, December will be here again tomorrow so let’s take our annual opportunity to review a…

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Year-End Checklist

Good Morning Relaxing Retirement Member, December will be here again tomorrow so let’s take our annual opportunity to review a…

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Creative Gratitude

Good Morning Relaxing Retirement Subscriber, On this great day of “Thanksgiving”, I’d like to take our annual sabbatical from our…

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Creative Gratitude

Good Morning Relaxing Retirement Member, On this great day of “Thanksgiving”, I’d like to take our annual sabbatical from our…

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Volatility and Confidence

Good Morning Relaxing Retirement Subscriber, While attending Schwab’s Impact Conference for advisors in Washington, D.C. last month, an executive at…

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Volatility and Confidence

Good Morning Relaxing Retirement Member, While attending Schwab’s Impact Conference for advisors in Washington, D.C. last month, an executive at…

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Election Season Danger

Good Morning Relaxing Retirement Subscriber, Elections have the ability to stir up emotions like nothing else, and this mid-term election…

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Election Season Danger

Good Morning Relaxing Retirement Member, Elections have the ability to stir up emotions like nothing else, and this mid-term election…

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Business Owner

Good Morning Relaxing Retirement Subscriber, During months like we’ve just experienced, when market corrections occur and the value of your…

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Business Owner

Good Morning Relaxing Retirement Member, During months like we’ve just experienced, when market corrections occur and the value of your…

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Is This Dangerous Bias Kicking In Right Now?

Good Morning Relaxing Retirement Subscriber, When we closely examine investor behavior and results, as I have for decades, there are…

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Is This Dangerous Bias Kicking In Right Now?

Good Morning Relaxing Retirement Member, When we closely examine investor behavior and results, as I have for decades, there are…

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The Black Monday Lessons

Good Morning Relaxing Retirement Member, Before we begin this week, I’d like to take you back exactly 31 years ago…

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The Black Monday Lessons

Good Morning Relaxing Retirement Subscriber, Before we begin this week, I’d like to take you back exactly 31 years ago…

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Do You Have a Verb Problem?

Good Morning Relaxing Retirement Subscriber, Many investors have a “verb” problem!  Do you know what it is? No, I haven’t…

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Do You Have a Verb Problem?

Good Morning Relaxing Retirement Member, Many investors have a “verb” problem!  Do you know what it is? No, I haven’t…

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Do You Still Need That Life Insurance Policy?

Good Morning Relaxing Retirement Subscriber, Are you still paying premiums for life insurance? If so, are you sure you still…

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Do You Still Need That Life Insurance Policy?

Good Morning Relaxing Retirement Member, Are you still paying premiums for life insurance? If so, are you sure you still…

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Before You Put Your Home on the Market

Good Morning Relaxing Retirement Subscriber, As each year passes, more and more Relaxing Retirement members approach me with a desire…

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Before You Put Your Home on the Market

Good Morning Relaxing Retirement Member, As each year passes, more and more Relaxing Retirement members approach me with a desire…

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Are You “Paying Attention”: Part III

Good Morning Relaxing Retirement Subscriber, Over the last two weeks, we’ve examined the dilemma you face when you attempt to…

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Are You “Paying Attention”: Part III

Good Morning Relaxing Retirement Member, Over the last two weeks, we’ve examined the dilemma you face when you attempt to…

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Are You “Paying Attention”: Part II

Good Morning Relaxing Retirement Member, In light of the daunting lifelong task you face of managing your money to provide…

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Are You “Paying Attention”: Part II

Good Morning Relaxing Retirement Subscriber, In light of the daunting lifelong task you face of managing your money to provide…

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Are You “Paying Attention”

Good Morning Relaxing Retirement Subscriber, One of the biggest challenges in anyone’s life is to go from working, receiving a…

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Are You “Paying Attention”

Good Morning Relaxing Retirement Member, One of the biggest challenges in anyone’s life is to go from working, receiving a…

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The Summer of 2018 Comes to an End

Posted September 3, 2018 With Labor Day weekend, our summer officially came to a close.  While our season is way…

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Do You Know What Day Monday Is?
(Hint: It’s Not Hump Day)

Good Morning Relaxing Retirement Subscriber, Do you know what day this coming Monday is? Does it have any significance for…

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Do You Know What Day Monday Is?
(Hint: It’s Not Hump Day)

Good Morning Relaxing Retirement Member, Do you know what day this coming Monday is? Does it have any significance for…

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How To Shop for Long Term Care Insurance

Good Morning Relaxing Retirement Subscriber, As I mentioned in last week’s edition, I continue to receive questions from members who…

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How To Shop for Long Term Care Insurance

Good Morning Relaxing Retirement Member, As I mentioned in last week’s edition, I continue to receive questions from members who…

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How Will You Pay?

Good Morning Relaxing Retirement Subscriber, “Don’t let a nursing home take your home and your life savings if you become…

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How Will You Pay?

Good Morning Relaxing Retirement Member, “Don’t let a nursing home take your home and your life savings if you become…

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Part II: Playing The Odds at Every Turn

Good Morning Relaxing Retirement Subscriber, Last week, I walked you through a spirited conversation we had with a friend over…

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Part II: Playing The Odds at Every Turn

Good Morning Relaxing Retirement Member, Last week, I walked you through a spirited conversation we had with a friend over…

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