Retirement Weekly

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 retirement, and ...

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 taxation an...

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 relax, own your sch...

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 first.” If only life w...

On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming law...

A key element of living without financial anxiety is protecting your downside. Your home is likely your most valuable asset outside of your retirement accounts. You might wonder if purchasing a home w...

Searching for a financial advisor can be a daunting task both for those nearing, and in, retirement. Many people who hold themselves out to be financial advisors may just be thinly disguised salespeop...

A while back, there was a video that went viral of a father teaching his 3-year-old daughter the meaning of taxes. They are each holding ice cream cones, and the dad says, “Before you eat it, I need t...

Growing up, I would often hear my dad and his friends lament about their failed investments and missed opportunities. As a child, I swore to myself that I wouldn’t turn into a worn-out, broken man, co...

My wife and I are complete opposites. In most areas of life, I am a cautious person. I like to think and plan and understand the decisions I am making. It helps me calm the voices in my head, ease the...

When most people think about retirement, they imagine a time when they can finally relax and enjoy themselves after years of hard work. But for many retirees, the reality is far different. In fact, ma...

It’s normal to feel a little anxious when the stock market turns volatile. Seeing your account balance swing around more than usual can make you question your investing strategy. But it’s at those cri...