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4% Rule

How to Make Your Money Last: Book Review

August 12, 2020 by Linda Vaughn

The takeaway:  The book, How to Make Your Money Last, is a reference guide for any number of personal finance topics relevant to retirees and retiree wannabees.  The book hits all the retirement highlights.  As always with Jane Bryant Quinn, the book delivers the goods. $$$ Jane Bryant Quinn is an American treasure.  She’s had a … [Read more…]

Posted in: Book Reviews Tagged: 4% Rule, book review, bucket strategy, don't outlive your money, Making your money last

The Trinity Study: Betting The Odds Your Nest-Egg Lasts

October 29, 2019 by Linda Vaughn

The takeaway:  The landmark Trinity Study shows the odds your retirement nest-egg will last as long as you do.  Developed by finance faculty at Trinity University, the results of this landmark work apply to nest-eggs with lots of stocks–or lots of bonds.  Take note ye readers fearful of stocks!  The Trinity Study builds on the … [Read more…]

Posted in: Don't Outlive Your Money Series, Drawing Down Your Nest-Egg Tagged: 4% Rule, don't outlive your money, Trinity Study

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

September 18, 2019 by Linda Vaughn
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 guide … [Read more…]

Posted in: Don't Outlive Your Money Series, Drawing Down Your Nest-Egg Tagged: 4% Rule, don't outlive your money, Retirement Planning

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  • Book Reviews (13)
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  • Drawing Down Your Nest-Egg (3)
  • Long-Term Care Series (14)

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