In last week’s blog, I referenced a study that says more money = more retirement happiness up to $4,000,000. That seems like a huge goal, and truly, it’s not for everyone, but I thought I’d use that statistic to run…
This week, I’m using data from the Health and Retirement Study to talk about what makes retirees happy and what detracts from enjoyment. This study was begun in 1994 and tracked 20,000 retirees through 2018.* The conclusions were that…
Thanks to my kind Qi Gong instructor, Dean Swerdlin, I am learning more about Chinese Zodiac symbolism. For financial advisors, the first couple of months of each (Western) calendar year is filled with articles, webinars, and industry meetings about…
You may have noticed that I never offer any sort of stock market forecasts, or beginning of the year prognostications, or opinions on what will happen with inflation, or dire warnings about the bond market collapse in the next 6…
2021 Personal Finance Trends in Review Quickly, here are the hot topics of 2021 that are embraceable or dumpable. Feel free to disagree. Just not to my face. Love it: Required Minimum Distribution age moved to 72 permanently.…
Think beyond the usual packed restaurants and candy hearts. Here are some unexpected things to do with your sweetie. Denver-centric, so out-of-town readers you will need to find something comparable in your neighborhood. Need release some pent-up pandemic rage?…
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