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Tag: retirement

246 results found
article

The Case For Lump-Sum Investing (The Superior Way to Invest?)

Updated: March 17, 2025

Is lump sum investing better than dollar cost averaging? Check out our case study where we show a real-world example…

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article

The Case For Dollar Cost Averaging (Is It Really a Better Strategy?)

Updated: June 18, 2025

Is dollar cost averaging better than lump sum investing? Check out our case study where we show a real-world example…

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article

I’m Investing 62% of My Income! (When Should I Slow Down?)

Updated: March 17, 2025

In this highlight, we discuss how to know when to take your foot off the gas financially and how to…

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article

How to Calculate Your Financial Independence Number with Inflation

Updated: June 18, 2025

In this highlight, we discuss how to factor in inflation when calculating your financial independence number. For more information, check…

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article

How to Balance Roth and After-Tax Buckets for Early Retirement

Updated: March 17, 2025

In this highlight, we discuss how to balance Roth and after-tax buckets for early retirement and what you need to…

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article

How Aggressive Should Your Portfolio be in Retirement?

Updated: March 17, 2025

In this highlight, we discuss how aggressive your portfolio should be in retirement and when you can take your foot…

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article

How to Consider Rental Income When Determining Your Retirement Goal

Updated: March 17, 2025

In this highlight, we discuss how you should approach rental income when determining your retirement goals. Do you want to…

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article

How To Save for Retirement When You Have a Pension

Updated: June 20, 2025

How do you invest for retirement when you have a pension? Our Money Guy guidelines suggest investing 25% of your…

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article

The New Standard of Wealth: $1,000,000 Is Not Enough?!

Updated: June 18, 2025

The concept of being “rich” has evolved due to inflation and changes in retirement plans and Social Security, with $2.2…

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faq

How Should I Allocate my Portfolio When I Live Primarily on My Guaranteed Income (i.e. Social Security and Pension Income)?

Living successfully on guaranteed income could mean you have the risk capacity to allocate more of your portfolio to equities.…

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