How much you can spend in retirement and the savings it takes to get there

Who will go first, you or your money? You’ve doubtless had a nightmarish fever dream playing this out if you’re approaching retirement. Countless articles address it, an industry has developed to solve it (mine), and your friends, family, and neighbors all have their say about it too. But the science behind how to solve this […]

Optimizing Saving and Investing During Retirement

Investing undergoes a few changes when you retire. This of course is expected. You no longer add money to your accounts – you drain them. This paradigm shift requires a new approach to managing money, and its one that runs against the last 30 to 40 years of hard-won habits you’ve established. Your portfolio must […]

The Retirement Readiness Checklist

We periodically like to put together helpful guides and pieces that are easy to share with friends and family. Welcome to our newest piece! The retirement readiness checklist has everything you need to think about, consider, and work through as you approach your last day of work. We hope you find it helpful.   Retirement […]

Explained: How to Hit the Upgrade Button on Your 401(k)

Your 401(k) savings will be used to create a good portion of your income in retirement, so getting as much money in there as possible while you’re working makes sense. If you’ve been contributing the maximum every year – good job. But there are other moves you can make that can significantly boost the value […]

The Intentional Approach to Retirement

Intentional Approach for Retirement

Matt Bacon     June 1, 2021 Retirement preparedness is a tricky subject. The Federal Reserve conducted a brief survey on the subject just before the pandemic. 44% of respondents felt that their retirement was not on track while another 20% said they weren’t sure. That’s startlingly high at 2 out of every 3 Americans. We’ve […]