Blog — Plan B RSS

Most people who invest, I’ve learned over the years, develop some vision of what life will look like for them in the future. It’s not always focused and clear, but there is some idea of what the future could hold for them. Some wish for an early retirement or international travel or second homes. Others...

A 50-something couple met with me to discuss early retirement. Their wealth analysis revealed that they had an estimated 80 percent probability of having a financially successful retirement. In other words, they probably wouldn’t run out of money. Still, working a couple more years and saving a little more money would give them an additional...