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(Use three distinct accounts, or buckets, to build your financial foundation: IRA, long-term holdings, and cash accounts.) In my previous post, I shared some reasons why my IRA is my largest bucket of financial investments. Why the retirement account grew to be a substantial amount is noted in the post. The other reason it is a...

I’m not much of a golfer, but, ironically, I enjoy watching the sport on Sunday afternoons. Maybe it’s my understanding of how difficult the game is that causes me to enjoy a relaxing afternoon watching the professionals. Golf can actually be easy for some people, some of the time. They hit the ball so crisply,...

(Photo: Jeff with a well-earned martini.) After 40 years in the workforce, my largest pool of investment money is in my Individual Retirement Account (IRA). This is true for many of us that make a living by working for someone else. Here are the reasons why: 100 percent of the money saved to the account...

In my last post, I offered five questions—an assignment, really—for your consideration. Several questions were nonfinancial-related, which sometimes are the hardest to answer. If you’re still thinking about those five questions, stick to it and give them more consideration until you are satisfied with the answers. Having the confidence to enjoy your retirement is often about...

I haven’t retired, and I don’t plan to; maybe I never will, if I can pull it off. So, what do I know about retirement? For nearly four decades I’ve worked with, counseled, and watched hundreds (maybe thousands) of people as they stepped into “life after work,” which is commonly called retirement. Sometimes it’s awesome;...