Mission Accomplished
I JUST GOT A RAISE from Uncle Sam—and relief from one of early retirement’s biggest unknowns. In December, when I turned age 65, I swapped my
I JUST GOT A RAISE from Uncle Sam—and relief from one of early retirement’s biggest unknowns. In December, when I turned age 65, I swapped my
THE FEDERAL RESERVE raised the federal funds rate in 2022 from zero to more than 4% to combat high inflation. While those rate increases severely
MY MONEY JOURNEY began as a young girl when a confluence of events created tragedy and financial ruin for my family. I grew up in Brooklyn in the
INCOME SHOULD BE ONE of the simplest concepts in financial planning—and yet it turns out to be one of the most confusing, thanks to the multiple
INCOME SHOULD BE ONE of the simplest concepts in financial planning—and yet it turns out to be one of the most confusing, thanks to the multiple
IS THE STOCK MARKET headed for a sea change? That’s the argument money manager and author Howard Marks makes in his most recent memo. The sea
I BEGAN TRYING TO figure out the laws related to retirement and employee benefits after the enactment of ERISA in 1974. I spent endless hours over
LAST WEEK, I TALKED about Carveth Read, the English philosopher who’s famous for saying, “It is better to be vaguely right than exactly wrong.”
If you are investing, you read so much gloom and doom. The recession, the inflation, the coming market crash, the job losses, the hardship, the war,
I JUST READ THAT the 4% rule is making a comeback. From where, I thought? Under the 4% rule, you withdraw 4% of your nest egg in the first year of
ONE OF THE MOST important ideas in personal finance comes not from a financial expert but from a 20th century English philosopher named Carveth Read.
I HAVE A RITUAL ON New Year’s Day—and it has nothing to do with making resolutions or watching college bowl games on TV. Every Jan. 1, I pull up
RETIREMENT PLANNING videos and books can be frustrating because of the conflicting advice from so-called experts. Often, these experts are outside
IN FALL 2021, I WROTE about my father-in-law’s impending death due to cancer. He died a few months after publication. I had the honor of writing
I'VE BEEN RETIRED for six years and—like many retirees—I rely on my portfolio’s appreciation, interest and dividends for most of my retirement