Month: September 2019

The 4% Rule: How to *Not* Outlive Your Nest-Egg; How Big Your Nest-Egg Needs to Be.

Vintage black and white photo of woman sitting inside her giant nest-egg, with only her head and legs exposed.

The Takeaway The 4% Rule tells you two things.  First, it lets you know how much you can annually tap from your retirement nest-egg without it running dry.  Second, it tells you how big your nest-egg needs to be to cover your retirement income needs.  What’s not to love? 😀 This post is a step-by-step … [Read more…]

Continuing Care Retirement Communities, Part 3 – Questions to Ask Before Signing on the Dotted Line

The takeaway:  Continuing care retirement communities are part of the trilogy of your long-term care options–but these come with waiting lists. Folks are clamoring to get in.  You, savvy Boomer, will not be swayed by fear of missing out. Certain questions about these places still need to be asked.  This post asks those questions so … [Read more…]