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9 Ways to Prepare for Retirement

A successful retirement life requires planning and putting that retirement plan into gear as soon as possible so time can work wonders in growing your...

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Health insurance, the great retirement roadblock

Dear Pete, I think I’m ready to retire. I’m 55 and my wife is 55 too. Based on my age...

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The Match is Not the Max

Dear Pete, I’m worried about retirement, after reading a recent article you wrote. I’m 30 years old and earn about...

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Health insurance is a major obstacle to early retirement

Originally seen in USA Today and The Indianapolis Star Dear Pete, I think I’m ready to retire. I’m 55 and...

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In a perfect yet realistic world, this is how you would accumulate money

I focus so much on financial triage, that sometimes I forget to share the basics of saving and investing. Today...

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Don’t ignore the threat of inflation

While you are driving toward income independence, your money is driving in reverse. Inflation is why. As if you don’t...

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Do the math on pension payout

You’re 62 years old. You have a choice. You can either receive $30,000 every year for the rest of your...

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Visualization can help you prepare for retirement

Picturing yourself in retirement can illuminate the threats and risks that line your path to financial independence. Visualization is a...

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Should you get a Roth or a traditional retirement account

One of the most common questions I get is, “am I saving enough?” and it’s probably one you’ve asked yourself...

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To retire, don’t deplete the eggs in your basket

Pete: Let’s say hypothetically you have $5 million lying around. Your plan for this money is twofold: save the principal...

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