RIP Retirement! RIP Retirement! We only knew you for a century! While retirement has evolved through the decades since its beginning about a century ago, there are some notable themes in those changes. When you take those themes and […]
Written Before Variants or Vaccines: From Killer to Common Cold A year after my book From Killer to Common Cold was published—well, what has changed? Did I get it right… or? Composed before variants and vaccines, what […]
RMD Strategy: How not to sell low Even if you have oversaved for retirement, once RMDs begin, you must withdrawal funds every year. Do you want to avoid selling equities when they are down? If the market has crashed […]
How can you maximize your social security bend points? Do you want to retire early but still get as much social security as possible? If so, you should understand the bend points of social security. Most financial planners don’t […]
Who is going to pay the taxes? IRA Legacy Planning IRA Legacy Planning: You will die, when you do, who is going to pay the taxes on your IRA? You, Your Spouse or your Kids? Someone will pay the taxes. […]
Retiring Physician Checklist Physicians love to make lists and check off stuff. ABG, check. CXR, check. Notes and wash masks… later. What about retirement? What list of things do you need to consider in your physician retirement checklist? Retirement planning […]
Average Net Worth of Physicians at Retirement -and- Assorted Issues in Retirement Planning for Doctors Some doctors are excellent accumulators of wealth. Once you have your accumulation plan in place, it might be time to think about some cultivated issues […]
De-Risking your Portfolio Prior to Retirement: The Pre-Retirement Glidepath De-Risking your portfolio for retirement and a pre-retirement glidepath are important yet neglected topics of conversation. What should your asset allocation be 5 years prior to retirement? Assume you want to […]
Position Your Assets or Predict the Future? How to Time the Market Have you been accused of market timing? And now you feel shame… You can’t time the market… c’mon man. But there is an acceptable way to […]
