Category Archives: Retirement Freedom

Retirement Freedom is that time and place where working a 9-5 job is not necessary and you can do the things you have dreamed about.

Social Security and Your Retirement

This is a post I began writing in June 2009. I thought it still had merit and should be shared. Social Security’s Inadequacy According to the 2009 Social Security Trustees’ report if you plan to live for the next 19 … Continue reading

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Advice for Future Retirees From Current Retirees

The New York Times’ Bucks Blog is relating the details of a Merrill Lynch Affluent Insight survey that asked What Retirees Would Have Done Differently. Topping both advice categories, for people between 10 and 15 years from retirement and those … Continue reading

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Accumulation and Income

As an investor makes plans for Retirement Freedom, they should keep in mind where they are in the wealth building process. Investors, generally, can be put into one of two phases depending upon their financial needs and their employment status. … Continue reading

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What is Your “Why?”

Why? Spend much time around children and you will inevitably here the question “Why?”. “Why do we have to go now?” “Why is the sky blue?” “Why did Johnny hit me?” “Why can’t I have candy?” A Key to Understanding … Continue reading

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Tired of Mutual Funds’ Low Returns…

…Then you should read David Shafer’s analysis on why he hates mutual funds.  (HT: Jeff Brown) There are three reasons: 1.  Diversification sucks.  There I have said it.  There is an open secret in the investment world that diversification is … Continue reading

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Taking Control of Your Investments

Have you ever been in a car when someone releases the steering wheel? When I was in the seventh grade, I had a youth leader that was a little on the wild side. His antics endeared him to the guys … Continue reading

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Four Benefits of Real Estate Investing

Real estate is an excellent tool to build and accumulate wealth. There are four benefits to real estate that can make it more appealing than other investment opportunities. Maximizing as many of these benefits as possible will help you on … Continue reading

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Retirement Freedom Defined

Freedom is something that most of us strive for in many areas of our life. Merriam-Webster defines “freedom” as: the quality or state of being free: as a: the absence of necessity, coercion, or constraint in choice or action b: … Continue reading

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