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On January 1st we conducted our Annual Financial Review for our retirement portfolio.  I’m smiling. Since I retired in June 2018, the S&P 500 has had a nominal annualized return (including dividends) of 14.62%!  On an inflation-adjusted basis, it’s 10.73%.  Our retirement appears to be solid, and...

My friends at Apex Money recently shared an article that made me think. The article was from the Harvard Business Review and highlighted 7 Hidden Traps of Retirement, which the writers discovered during interviews with “dozens of highly respected former chief executives.” As I read the article,...