Tag Archives: Tax Free

11Sep/21

Do I have enough money to retire?

Retirement is a big decision. Actually, it’s a series of decisions that travels the timeline of your adult life, from your first job to your last breath! It’s a big question: CanRead More…

28Aug/21

Retirement Downsizing: Myths, Rules of Thumb, Common Sense and Financial Planning

One of the biggest myths around is that you will be spending less money after you retire. Sure, it’s possible, but think about it. Your income will likely be lower and pricesRead More…

17Dec/18

Randomly Walking with Monkeys

“A blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts.” -Burton Malkiel, A Random Walk DownRead More…

26Nov/18

Money Skills: Passive Core-Satellite Investing for Serious Wealth Building

The Fix The Investments Series Core-Satellite. Core and Explore. A rose by any other name… Often called Core and Explore, the basic portfolio construct is to have a CORE position in largeRead More…