The “Perpetual Portfolio”: A potential solution for aging DIY investors
Being a self-directed investor has enormous advantages: more control, less complexity, and often higher net returns, to name a few. But there are also risks and one of the big…
All about retirement, retirement planning, financial independence, and how to not run out of money.
Comparing CPP at 60 vs. 65 vs. 70 . . . The results might surprise you
There are some questions that are difficult for DIY investors to answer themselves. One that comes up fairly frequently when I mentor people who are close to retirement is when…
One more year syndrome
John had been working for several decades. He made a decent income, spent with restraint, and saved consistently. Based on his financial plan, he knew how much money he needed…
