Two Retirement Questions?

When it comes to retirement I get these two questions all the time. And they are probably on your mind too.

When can I retire? How much do I need?

The article below explains how to easily determine the answer to the second question. Once you see how much you need that tells you how much more you need to save. Knowing that tells you when – the answer to the first question.


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  1. 4% retirement rule is gone … so what is it now? | Better Financial Education Blog - September 14, 2012

    […] is a five article series that explains simply how to apply the concepts in the presentation below. My link goes to the fifth […]

  2. What does diversification have to do with Twinkies and natural disasters? | Better Financial Education Blog - December 7, 2012

    […] you have prudently constructed your portfolio, how do you measure your progress toward your goal? (Note: the links at the bottom of the article in the next blog walk you through retirement […]

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    […] managing money during retirement. How do you tell them apart? My article series* at Morningstar and AdviceIQ talks about how to easily decide what you need to save up for retirement (and how to live on […]

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    […] your critical path also changes, however as you get closer to retirement, it is clearer what level of income you are shooting for, and at what age you can retire. Your retirement age also gets clearer to […]

  5. The Dividend Income Illusion. | Better Financial Education Blog - March 27, 2013

    […] you live (as opposed to running out of money before life). The article series that are linked to (bottom of the article) in this linked article explain how total return and distribution research work together in […]

  6. Pre-pay your Mortgage Now; Save for Retirement Later? | Better Financial Education Blog - March 28, 2013

    […] the scope of this blog (to keep this blog shorter) you also need to have in mind how much you need to have saved by the time you retire – for purposes here let’s call that your “retirement […]

  7. From planning to investing (Part 2 of 3) | Better Financial Education Blog - August 4, 2013

    […] topic is … don’t forget that planning is more important! How much you save … and how much you spend … will actually have more of an effect on whether your are successful, or not, than investing […]

  8. How does an Annuity compare to Total Return Retirement Income? | Better Financial Education Blog - December 4, 2017

    […] Since the mid-1990’s peer-reviewed research has been done by academics and practitioners (I am one of those practitioners) about distributing income from portfolios without giving your money to an insurance company in […]

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