(This is an update to post #22 published back in September 2021, adding significantly to the original content.) One of the certain signs you’re approaching 65 years old- if you’re an American citizen- is the volume of unsolicited Medicare-related mail coming in either via snail mail or email. As my wife approaches the one-year-prior mark, Continue reading
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#66 – Investing Conventional Wisdom
If you’ve been investing for a long time you will hopefully have made several good investment decisions, but you most certainly have made some decisions with poor results (even if they were based on sound, positive information). And then there are just plain, bad decisions, for which I’ve made my share. During that same timeline, Continue reading
#65 – Updates on Retirement-Related Rules
Snow flurries here in Tennessee off/on all day long. So far a whole lot less snow this winter compared to last. Next week it’s supposed to hit 70, but I think we have another snow in our near future. I’m not trying to be your first source for retirement news, but this is worth highlighting Continue reading
#64 – Medical Breakthroughs and Aging
Let me start with a bit of context, or perhaps better described as managing expectations. When the personal computer, and the internet, first became affordable/accessible, there was major hype about how this was going to 1.) make life much better, 2.) make life much easier, 3.) solve so many of life’s problems, 4.) eliminate the Continue reading
#63 – Leaving a Legacy
How could I not have touched on this retirement subject earlier? Start with a general definition of a legacy. To me, a legacy is how (or what) you want you, or your family, to be remembered. Doesn’t have to be financially or materially related. One can leave a documented family history, or a video interview Continue reading
#62 – Changes Coming in 2023
A carryover from this past Christmas season was a gift for the entire family that’s brought considerable joy- an online education subscription platform called MasterClass where viewers can access tutorials and lectures pre-recorded by celebrity experts in various fields. Started in 2014, almost 200 celebrity video podcasts (60-120 minutes of educational content broken into several Continue reading
#61 – Good Bye to 2022
Happy New Year to both of you! OK, being optimistic, HNY to all three of you if you’re reading this in the first days of 2023. The end of 2022 coincides with the end of our first year in retirement- in terms of transitioning into retirement, it was a pretty good year, but for the Continue reading
#60 – What’s a Financial Coach?
Today- December 14- is one of those days in Tennessee where it’s going to rain non-stop. I had a list of outside things to do, so now we’re onto Plan B, which isn’t a bad alternative- sit down with a hot cup of tea and draft up the next blog post, while listening to the Continue reading
#59 – Physically Aging
(This is an updated post. See Post #5 for the original) Almost two years ago I spent a couple hours with my parents and an aunt and uncle. The average age between the four of them was 90 (Since then my aunt has passed away). They inspire me, because they haven’t stopped living independently. When Continue reading
#58 – Helpful Conversations
Hope everyone had an enjoyable 2022 Thanksgiving weekend. We had a wonderful week with Andrew being home (along with a visit by Tayler, one of his cousins), and the week before, I got to visit a couple of USNA classmates. More to follow on each of those events. As mentioned on the home page, and Continue reading