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Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

July Market Update market update Aug 01, 2022

A heatwave and a return to mostly pre-pandemic life brought the markets a much-needed sigh of relief in the form of July's 9.1% increase in the S&P 500, the market's best month since 2020.

The...

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When Is the Right Time to Begin Planning Your Retirement? time to retire Jul 25, 2022

After my dad died of prostate cancer at 63, I of course went to a urologist to assess my risks and discover what if any proactive measures I should take.

The urologist gave me a funny answer. One...

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Market Update - June 2022 market update Jul 05, 2022

June and the first half of 2022 has been historical to say the least.

It looks like we are officially in a "recession." The technical definition being two consecutive quarters of economic...

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Surviving a Bear Market bear market investing Jun 27, 2022

Okay. It's a down market. What now? You've made savvy financial decisions up until now. You've saved. You've invested. You've planned for the long term. But what do you do when the market is going...

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Is Being Debt Free Killing Your Retirement? debt retirement Jun 23, 2022

Nothing will test a relationship quite like a home renovation project. As any couple who has gone through this milestone can tell you, “It ain’t no walk in the park.”

Once you...

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Yields for You
FIRE over 50: Part II: The 4% rule & inflation
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FIRE over 50: Part II: The 4% rule & inflation 4% rule fire May 23, 2022

Let’s jump right back into the FIRE movement, or the Financial Independence and Retire Early movement.

Last time, we talked about what sparked FIRE and described some of its tenets, as well...

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Yields for You
FIRE over 50: Part I
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FIRE over 50: Part I fire May 16, 2022

FIRE over 50: Part I

The Financial Independence Retire Early (FIRE) movement gained steam during the pandemic. A booming stock market and soaring real estate values bolstered the net worth of many...

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Yields for You
Retirement: “How Much is Enough?”
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Retirement: “How Much is Enough?” retirement planning May 09, 2022

A reporter asked me this question not long ago. I thought I would share my response so you can have an idea of what’s best for you.

The reporter, Marcia, authored a story about early...

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Yields for You
New IRS Rules For Your Retirement Accounts
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New IRS Rules For Your Retirement Accounts secure act taxes May 02, 2022

As an avid Leibel on FIRE reader, I am sure you’ve picked up on the fact that I LOVE taxes. Or more specifically, I love minimizing taxes for retirees.

In fact, I believe that unnecessary...

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My Ice Cream Emergency Fund emergency fund fire Apr 25, 2022

You should never feel guilty about eating ice cream – or dipping into your emergency funds. They are there to help you. Just like the guilt, you feel after indulging in a creamy cold treat,...

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Mistakes People Make With Social Security Apr 19, 2022

You have finally made it. It is that final day of work before you embark on that beautiful journey called retirement. Your “golden years” are supposed to be a time in which you can...

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Yields for You
Planning For Life After Death
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Planning For Life After Death estate planning life insurance Apr 11, 2022

My wife and I have a deal, or rather, she has a deal, and I have no choice. The deal is that she dies first, because, as she puts it, “I can’t live without you, so I have to die...

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