Retirement Confidence

Northwestern Mutual does a nice annual study on the ‘state of retirement’ in the USA.  It’s a pretty exhaustive analysis that looks at all aspects of life and our involvement and satisfaction with each dimension. Link: Northwestern Mutual 2025 ‘Planning & Progress’ Study I was surprised by a few of the numbers from this year’s study and thought I’d share them.  First, Americans are pretty … Continue reading Retirement Confidence

Starting 2024 Strategies …

We are almost 2 weeks into 2024 already. My goal to get financially organized to start the New Year 2024 has already failed miserably. We did our annual ‘Round-Up Day’ a couple weeks ago, rebalanced our portfolio for last year’s gains, but otherwise haven’t done too much, financially speaking. Instead. I’ve goofed off and been playing with public domain Mickey Mouse memes. Reader Bob, a … Continue reading Starting 2024 Strategies …