If you're over 55, I challenge you—just as I am challenging myself—to invest in your well-being with the same discipline we applied to our finances over the past 30 years. The habits we cultivate now determine the quality of our retirement years over the next quarter century and beyond, and the dividends of a healthy lifestyle are priceless.
As I contemplate my own retirement, I find myself reflecting on the critical questions we have pondered that help determine the right time to retire.
Taxes may likely be a significant drain on your portfolio over a lifetime. Is it time for you to integrate smart tax strategies into your broader financial goals?
Bear markets are a fact of life. I am taking two major steps financially and emotionally to safeguard my future.
As I look ahead to the next chapter of my life, I am spending even less time focusing on portfolio strategies and more time contemplating how to embrace the journey of aging gracefully with three key areas.
Out of the corner of my eye, I see the headlines about an uncertain economic future, including higher tariffs and lower taxes, and everything else in between. With a three to five-year runway until I retire, you might think I am concerned about these headlines.