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Financial Freedom Blog
June 20, 2017
When you’re in the accumulation phase of your life, the goal of investing and saving is pretty clear: accumulate enough wealth to meet intermediate goals (like buying a house and paying for college) and long term goals (retirement). But what’s the investing goal once you retire? You’re not likely saving … Read More
June 15, 2017
On June 9, the fiduciary rules that the Department of Labor proposed in 2016 took over in the financial world. Sort of. The reason I say “sort of” is that the DOL has said that they won’t enforce the new rules until January 1, 2018. It’s like the State Patrol … Read More
May 30, 2017
We talk to many people and they seem to fall into two camps when it comes to their motivation for retirement planning: Fear, or Optimism Either motivation will move you to take action as long as it’s strong enough. What about you? Are you fearful about retirement or looking forward … Read More
May 23, 2017
I looked up the word “essential” when I wrote the above headline and here is what dictionary.com told me: Adjective: absolutely necessary; indispensable Noun: a basic, indispensable, or necessary element; Think of what “indispensable” or “necessary element” or “basic” means. Effective retirement planning is that important to your future happiness. There … Read More
May 19, 2017
It’s okay if you are. Lots of people worry that they’re not prepared for retirement — and many people aren’t ready so let’s be clear. But you don’t have to be afraid of the next great phase of your life. In his first inauguration speech, Franklin Roosevelt said: “… let … Read More