Latest articles by Jacob Schroeder
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The 90+ Rule of Retirement: Live Long and Prosper
What good is living longer if your money doesn’t last long enough to enjoy it?
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Five Early Retirement Mistakes to Avoid
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
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The Rule of the Shrinking Dollar in Retirement
Alas, we must all follow the rule of the shrinking dollar once we hit retirement. Here's how to hold onto your hard-earned money in many years.
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How Different Generations Invest and What They Can Teach You
Boomers, Gen Xers, millennials and Gen Zers are taking varying approaches to investing. Here's what they're doing and key lessons you can learn from them.
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The Rule of Self-Reliance — a Retirement Rule
The rule of self-reliance holds that your well-being in old age is up to you, not your children, because "nothing can bring you peace but yourself."
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What Your Portfolio Says About You – and Your Relationship with Risk
How well do you understand yourself and your risk tolerance? Being able to answer this question will help you become a better investor.
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The 'Vinyl Rule' of Retirement: Plan for Two Sides in Your Next Act
Because “Life is what happens when you’re busy making other plans.”
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The Rule of Two Lives in Retirement: A Retirement Rule
The 'rule of two lives in retirement' means accounting for your partner at every decision point, because one life becomes two.
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The Kevin Bacon Rule of Retirement
The Kevin Bacon rule is more of a test.
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Four Personality Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four; do you?
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Retiring in 2035? Here's What Your First Day Could Look Like
Your 2035 retirement isn't just a date. It's a day in your life. Here's what your future self might do on the first day and how retirement will have changed.
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The Y Rule of Retirement: Why Men Need to Plan Differently
If you have a Y chromosome (because you're a guy), following the 'Y rule of retirement' can help you transition to this new life stage with grace.
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5 Popular Investing Strategies You Should Really Rethink
There are plenty of popular sayings that help guide your investing strategies, but which ones work? We turned to the experts and historical data to find out.
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The '120 Minus You Rule' of Retirement
The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's how this approach to retirement portfolio construction can work for you.
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The Rule of Retirement Inversion
The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great retirement — and then plan to avoid it.
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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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The Retirement Rule of $1 More
The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because of $1 more."
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Take a Sabbatical Over Early Retirement for a Cheaper Reset
A sabbatical can help you get over burnout, explore a new career or hobby and won't break your retirement if done right.
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The '8-Year Rule of Social Security' — A Retirement Rule
The '8-Year Rule of Social Security' holds that it's best to be like Ike — Eisenhower, that is. The five-star general knew a thing or two about good timing.
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Will an AI Robot Take Care of You in Old Age?
AI Robots may be just the help older adults and their caretakers need for a host of tasks. Just don't expect it to be a cute little humanoid — yet.
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7 Essential Investing Rules We All Should Know
The best time to start investing is right now. That's just one vital rule investors should be familiar with. Here are six more.
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The 'First Year of Retirement' Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
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How AI's Youth Skew Affects Older Adults
AI will increasingly affect your health care and finances, but young workers are primarily designing the systems and getting most of the jobs.
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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.”
