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3 Answers You Need
to Confidently
“Flip the Switch”
to Your BEST LIFE

Every disciplined accumulator we’ve worked with reached a unique inflection point which we call The Employment Dependency Threshold™. After decades…

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Redefine the “R” Word

Kevin and Barbara were anxious and came to us looking for answers to settle their nerves.  Their reaction when they…

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Perspective on
Market High Fears

Now that markets have bounced back and the S&P 500 Index has crossed another significant threshold (3,000 points), the financial…

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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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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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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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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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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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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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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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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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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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Playing The Odds at Every Turn (with Updated Statistics)

Several years ago, I shared a “spirited” conversation we had with friends over dinner about health which led to some…

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Does This Sound Like Anyone You Know?

Imagine for a moment that you’re having a conversation over dinner last Friday night with your brother and his wife. …

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Don’t Let Your Kids Lose 40+% of Your IRA

A year rarely passes without me hearing another horror story in financial circles about families losing half of their parents’…

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The Stock Market is Having its Worst Second Quarter Since the Great Depression

Did that headline get your attention? I’m sure it did. I’m sure it also rattled a lot of un-suspecting Bloomberg,…

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How to “Stomach”
Market Volatility

During one of those days in February when market prices fell 3 to 4%, or over “1,000 points” as our…

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BEWARE:
“Retire Reassured”

Did you see this headline last week? On Tuesday, February 27th, in big bold RED letters above The Wall Street…

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Market Corrections and Time

Most Americans walk proudly and carefree when market prices are climbing. Risk becomes irrelevant. Strategic asset allocation looks boring, and…

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