Posts tagged Experience Spending
At or Near Retirement? Time to Say Bucket!
At or Near Retirement? Time to Say Bucket!

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Read More
Your $ Your Independence, Work Benefits, Retirement Planning, Tax Planning, Retirement, Investing, Debt Management, BudgetingGlenn BrownBudget, Work Benefits, Best Practice, CDs, CFP, Dividends, Dividend Growth, Debt Management, Entitlements, family, Focus on your why, Financial Planning, Goals, Healthcare, Health, HELOC, IRAs, IRS, Income Streams, Investing, Inflation, Investment Management, IRA Withdrawals, Joy, 401(k), Solo K, Local Town Pages, Life Insurance, Medicare, Markets, Net Worth, Roth IRA, Portfolios, Pro-rata rule, Access to Equity, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Real Estate, Rebalancing, Savings, Traditional IRA, Total Return, Tax Planning, diversification, Savings Prioritization, distribution phase, distribution strategies, tax efficiency, taxes, Experience Spending, Tax-Loss Harvesting, Taxes, Index, Your Money Your Independence, Yields, Asset Allocation
Frugal February… A Different Take, One That’s Sustainable.
Frugal February… A Different Take, One That’s Sustainable.

Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start. 

Read More
Budgeting, College Planning, Debt Management, Insurance, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownFrugal February, Budget, Savings, Savings Prioritization, Spending, Experience Spending, Planning for Unexpected, Tax Deadlines, taxes, Tax Planning, Tax-Loss Harvesting, Taxes, Home Equity Line of Credit, Credit, Access to Equity, Focus on your why, Retirement, F.I.R.E., Insurance, Auto Insurance, Homeowners Insurance, Credit Cards, Automatic Payments, Subscriptions, Purge, Storage, Feng Shui, Best Practice
Peak Earnings Years Are Your 50’s - Your Parents Maybe, You… Not So Much.
Peak Earnings Years Are Your 50’s - Your Parents Maybe, You… Not So Much.

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

Read More
Budgeting, Investing, Retirement, Retirement Planning, Your $ Your IndependenceGlenn BrownAgeism, Earnings, Income Streams, Employee Benefits, Priorities, Savings, Budget, Savings Prioritization, 401(k), HSA, 529 Plan, IRAs, Roth IRA, Experience Spending, Best Practice, Debt Management, Cash Flows, Focus on your why, Financial Planning, Goals, Investing, Work Benefits, Tax Planning, Your Money Your Independence
Book Travel Now - Time for Experience Spending
Book Travel Now - Time for Experience Spending

My PSA for those adhering to a financial plan: Book your travel now.

Read More
Budgeting, Your $ Your IndependenceGlenn BrownSandwichers, Budget, Best Practice, Debt Management, Financial Independence, family, Focus on your why, Financial Planning, children, grandchildren, Kids, Raising Kids, Cash Flows, College Planning, Goals, Joy, Local Town Pages, Priorities, Savings, Spending, Experience Spending, Economy, Teenager, Your Money Your Independence
Resolutions Gone Bad: Rein In Your New Year.
Resolutions Gone Bad: Rein In Your New Year.

How to make financial resolutions that lead to successful planning outcomes.

Read More
Debt Management, College Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Retirement, BudgetingGlenn BrownAsset Allocation, Sandwichers, taxes, Budget, Best Practice, Rebalancing, Debt Management, children, Children, Cash, Cash Flows, Dividend Growth, family, Focus on your why, Financial Planning, Fee-Only Fiduciary, Financial Independence, Goals, IRA Contributions, Income Streams, Investing, Investment Management, Joy, Kids, Markets, 401(k), Work Benefits, Local Town Pages, Priorities, Portfolios, Pension, Savings, Spending, Tax Planning, Total Return, tax planning, Your Money Your Independence, HELOC, Mortgage, Home Equity Line of Credit, Retirement, Resolutions, Experience Spending, Taxes, Year-End, Your Money
2020 - The Worst Year Ever… Really?
2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

Read More
Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, InvestingGlenn BrownAging Parents, Asset Allocation, Sandwichers, Tax Planning, Savings, Trusts, Tax Deadlines, taxes, Technology, Best Practice, Budget, Rebalancing, Debt Management, Cash Flows, Estate Planning, Employee Benefits, Economy, family, Financial Planning, Focus on your why, Goals, Health, House, Interest Rates, Investing, Investment Management, Will, 401(k), Raising Kids, Kids, Experience Spending, Life Insurance, Local Town Pages, College Refunds, Mortgage, Markets, Roth IRA, Priorities, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Retirement, Roth Conversion, IRAs, Student Debt, Student Loans, CARES Act, children, Caring for aging parents, Traditional IRA, Total Return, Taxes, Your Money Your Independence