What Is Dividend Yield? Why Is It Important?
Good introduction to Dividend Investing with an explanation on how they are calculated, why they are offered by companies and also, an...
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Blog
Welcome to our Blog! Here you will find a selection of handpicked articles and original posts that can help you think about how you want to plan your retirement. You can use the filters below to switch between original 'Posts' and 'Articles' from various categories about all things retirement!
retirementgoat
Feb 26, 20231 min read
Yes, Financial Care is Self Care
This is a pretty unique approach from mindbodygreen looking at financial planning from a wellness perspective. It may not be right for...
retirementgoat
Feb 25, 20231 min read
Annuities: The Pros and Cons
Annuities are one of the many forms of guaranteed income in retirement. this article from Entrepreneur summarizes some of the benefits...
retirementgoat
Feb 23, 20231 min read
10 Questions to Ask Your Financial Planner
This is directly from the Certified Financial Planner website. Great questions that are foundational, but not comprehensive, in a...
retirementgoat
Feb 19, 20231 min read
Estate Planning: 4 Strategies for Leaving Assets to Heirs
Here are a few different options to distribute assets to consider when estate planning. - RetirementGoat
retirementgoat
Feb 19, 20231 min read
Retirement Planning for Women: Special Considerations
Lots of great, and varied, information here from Entrepreneur. Diffiaculty in writing an article like this is that personal situations...
retirementgoat
Feb 18, 20231 min read
What is Your Plan B? Prepping for a money reset
Great short article from Reuters on being prepared financially. While most of us have a plan, this is one area where good financial...
retirementgoat
Feb 14, 20231 min read
Top 4 Takeaways From My Past Decade of Investing Experience
I would suggest that this verges on "must read" territory. This is a two-part article from Seeking Alpha, with the first three learnings...
retirementgoat
Feb 8, 20231 min read
Bonds Can Be Taxable or Tax-Free - Here's Your Guide
Quick Primer from Business Insider on the tax implications of personally investing in bonds. - RetirementGoat
retirementgoat
Feb 7, 20231 min read
Growth vs Value: Two Approaches to Stock Investing
These are investment terms that are used often in financial articles. This article from TipRanks explains the differences, and...
retirementgoat
Feb 6, 20231 min read
How to Create Your Retirement Glide Path
Some interesting thoughts, from nerdwallet, particularly on the idea of phased retirement and wellness into retirement in this short...
retirementgoat
Feb 2, 20231 min read
How to Create a Retirement Income Plan Based on Cashflow
Really smart approach from Kiplinger, particularly for retirees with multiple sources of incomes, company pensions, government,...
retirementgoat
Jan 31, 20231 min read
What to do when your term life insurance is ending?
This is a decision for many on when do you no longer need life insurance or how much? Good overview on some of the options and...
retirementgoat
Jan 30, 20231 min read
Dividend Growth Stocks as a Driver of Retirement Strategy
In this article from The Street, dividend growth stocks are discussed as part of an investment strategy with some of the benefits as well...
retirementgoat
Jan 23, 20231 min read
Retirement Benefits If You Live Outside the US
Anyone who lives outside the US, or their own home country, should be certain of the treatment of both income and assets whether they are...
retirementgoat
Jan 22, 20231 min read
Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"
Some interesting things to consider when interviewing a financial advisor from Kiplinger. - RetirementGoat
retirementgoat
Jan 20, 20231 min read
Annuitization vs Lifetime Withdrawls
Here is a pretty subtle difference for many of us that can have large impacts in a number of ways when considering a financial product...
retirementgoat
Jan 19, 20231 min read
The 10 golden rules of investing
I think that all ten are pretty good rules (or rules of thumb at the very least). From Fortune, I would point to #8 as one that many of...
retirementgoat
Jan 13, 20231 min read
How to Use the Legal Cloak of Invisibility to Protect Your Assets
A Kiplinger article written by a lawyer with a clear disclaimer that this is not intended to provide evasion strategies for legitimate...
retirementgoat
Jan 11, 20231 min read
How many financial advisors should one have?
Initially, I thought that this was an easy question with a simple answer (usually one, and sometimes yourself). However, I know of...
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