Latest articles by Jacob Schroeder
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The 'Second Law' of Retirement Rules
The second law of thermodynamics inspires this retirement rule, because “You do not rise to the level of your goals. You fall to the level of your systems.”
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The Rule of 55: One Way to Fund Early Retirement
The Rule of 55 lets you access your retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
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The Rule of 240 Paychecks in Retirement
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely.
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The 'Rule of Four Futures' in Retirement
The 'Rule of Four Futures' plans for the retirement you expect — and the ones you don’t. Because 'you don't get to choose the curveballs life throws you.'
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The 'Rule of 25' for Retirement Planning: Start Here
Try the simple calculation of the 'Rule of 25.' Because sometimes, a back-of-the-napkin idea is all you need to get started.
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How Can Investors Profit From AI's Energy Use?
Global energy demand is expected to grow by leaps and bounds over the next several years as AI usage accelerates. Here's how to get a piece of the pie.
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Want to Live Longer? Here's What Works
With longevity science booming, you might make it to age 150. We separate the hype from proven strategies. Because the "science is extremely promising."
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The Rule of 1,000 Hours in Retirement
For retirees, the rule of 1,000 hours brings intention and clarity to your day. Because time is the most valuable thing you can spend.
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How Obesity Drugs Like Ozempic Could Revolutionize Retirement
GLP-1 drugs like Ozempic and Wegovy are already changing the way we age and manage chronic conditions.
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Are Bonds a Good Investment for the Trump Era?
Stock market volatility has picked up in reaction to the Trump administration's tariff plans. Should investors consider bonds? We answer that question here.
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Eight Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are eight things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
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Will Retiring Early Make You Happier? It’s Complicated
Many people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone.
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The 'Die With Zero' Rule of Retirement
If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard.
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
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How to Retire Early in Six Steps
Here is the secret sauce for how to retire early. Just be sure it's what you really want.
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The Cost of Loneliness in Retirement
Accounting for the cost of loneliness is just as important as financial planning.
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How to Retire Early Due to Disability or Caretaking
If you must retire early due to disability or to care for a loved one, these six steps to make it work financially.
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The 80% Rule of Retirement
The 80% rule promises a comfortable lifestyle in retirement. Does it deliver?
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Is 2026 the Year You Retire Early?
A guide to help you retire early in 2026, with a month-to-month list of achievable goals. What are you waiting for?
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Things to Do When Retired and Bored
happy retirement Here are 13 ways to prepare now for retirement so that you’ll be happy, active, fulfilled and never, ever bored.
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How to Have a Happy Retirement
Want a happy retirement? These eight tips for finding your retirement bliss are backed by solid evidence.
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Should You Invest With Friends? What to Know Before Joining an Investment Group
Investment groups have been around for years and give folks the chance to pool money together to buy stocks and funds, but are they a good idea?
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These Four Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four habits; do you?
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How to Spend Retirement Savings Confidently
Three tips to help retirees spend retirement savings without fear.
