Planning to Retire – A Financial Autobiography – Introduction
Reading books, articles, etc. on retirement planning is like putting together a jigsaw puzzle with most of the pieces missing. To help me make sense of it all I started to write notes. These notes...
View ArticlePlanning To Retire – A Financial Autobiography – Intro – Recommended Reading
The "Planning To Retire" articles are not intended as an introduction to personal finance or retirement planning. Even if I were qualified to write such an introduction (and I am not), many others...
View ArticlePlanning To Retire – A Financial Autobiography – Intro – Dedications &...
Here are the folks whose shoulders I depend on in writing these articles. Dedications To Marina, for providing no help what so ever. While most authors speak at length of the suffering and...
View ArticlePlanning To Retire – A Financial Autobiography – Intro – How I Learned to...
As Bernstein explains in [SWN] just about everything I need to know in order to plan for retirement isn't just unknown, it's unknowable. Geometric average stock returns? Distribution pattern for bond...
View ArticlePlanning To Retire – A Financial Autobiography – Intro – Two Words:...
As I stare at the hundreds of pages of notes, several programs (including a seemingly endless series of discarded macros and source code), numerous spreadsheets, piles of academic articles, endless...
View ArticlePlanning To Retire – A Financial Autobiography – Intro – The Times They Are a...
I'm good at obsessing. That's why it was so important for me to understand the limits of what I could know about the future. But in the same sense I also need to understand that the specific plans I...
View ArticlePlanning To Retire – A Financial Autobiography – Step 1 – Defined Benefit Assets
Defined benefit assets are assets that pay out a fixed sum of money, typically until one dies. There are three traditional types of defined benefit assets – Social Security, Pensions and Fixed...
View ArticlePlanning to Retire – A Financial Autobiography – Step 1 – How Much Is that...
I love owning a home. And even better, owning a home free and clear by the time we retire will make our retirement less expensive and more secure. But I personally don't see a home as an investment....
View ArticleHow I manage our retirement portfolio
A friend of mine (Hi Matt!) made the awful mistake of asking how I manage our retirement portfolio. I decided to put together a relatively quick (and hence incomplete) explanation. It comes down to a...
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