A “Message to Garcia” and Its Impact on My Career Westchase Financial Planning – April 9, 2018 My military readers may be familiar with “Message to Garcia.” If you aren’t, make sure you read the link to the story in this post. Other career types should also read it, but it’s … [Read more...] about Summary Sunday for April 29th, 2018
Retirement
The 4% Rule: Retirement Portfolios and Budgets in Action
It’s time for part 4 of my 4% Rule series. In part 1, I introduced the concept of the 4% Rule. In part 2, I talked about why you need a retirement budget. And in part 3, I explained why you should separate the thought of investment portfolios from retirement portfolio. Last … [Read more...] about The 4% Rule: Retirement Portfolios and Budgets in Action
The 4% Rule: Your Retirement Portfolio Is Not Your Investment Portfolio
Welcome back to the 4% Rule series! In the previous posts, I introduced the topic of the 4% Rule and talked about developing a retirement budget. Both of those posts lead into today's discussion on investment portfolio vs retirement portfolio. If you haven’t read them yet, please … [Read more...] about The 4% Rule: Your Retirement Portfolio Is Not Your Investment Portfolio
3-Legged Retirement Stool? I’ll Take The 5-Legged Retirement Platform
Lately I have seen a lot of blog posts and chatter about ways to fund retirement. Everything from discussion of drawdown strategies, to having backup plans, to tax optimization. One of the things I've seen mentioned but not discussed in too much depth is the 3-legged retirement … [Read more...] about 3-Legged Retirement Stool? I’ll Take The 5-Legged Retirement Platform
Planning For The 4% Rule: You Need A Retirement Budget
Alright alright alright, welcome back to the indeterminate length series on the 4% Rule! Confused about what I’m talking about? No worries. Just head over to this post for a few minutes and we’ll meet you back here in a bit. Okay. Now that we’re all caught up on the … [Read more...] about Planning For The 4% Rule: You Need A Retirement Budget