Latest articles by Jacob Schroeder
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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.
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How to Manage Longevity Risk in Retirement
Longevity risk is the downside of our longer life expectancies. Here's how to make sure your money lasts.
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How to Retire at 50 or 55
Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.
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Retire Abroad Before 55: Eight Expert Tips
Can't afford early retirement in the U.S.? You really can retire abroad before 55 if you plan carefully. The strong dollar helps, but consider your long-term strategy.
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Become a Digital Nomad: An Early Retirement Lifestyle
Embrace a digital nomad lifestyle to satisfy your wanderlust. Here are tips from an ultramarathon runner, a professional blogger and a financial planner.
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Five Books That’ll Prepare You for Retirement
These books about retirement will help prepare you for your next stage through fiction and nonfiction. What's more, they are great reads!
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How SEPP 72(t) Can Help You Retire Early and Dodge Penalties
Cool, right? This early retirement hack lets you tap your retirement savings without tax penalties. But it's a risky move if you don't plan well.
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Get Your Retirement Timing Right: Eight Things to Consider
When it comes to retirement, timing can have a significant impact on your well-being and financial security.
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Want to Retire Happily? Plan for Leisure and Purpose
Strive for relaxation, connection and purpose to retire happily.
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How Much Money Do You Need to Be Happy?
Here is the latest research on happiness and wealth. Do you have a 'happiness number' you're trying to achieve?
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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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Early Retirement Withdrawal Strategies for the Long Haul
Your early retirement withdrawal plan can make or break your FIRE strategy. Think beyond financial independence to how you will maintain a stable portfolio.
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How to Overcome Identity Loss in Retirement
Identity loss in retirement happens often, and it's not unusual to mourn the person you were before.
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Retire Early for Adventure: Travel and Volunteer
Want to ditch the office and explore the world? Retire early for adventure by volunteering abroad.
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Five Reasons You’ll Blow Up Your Retirement Plan
Since a retirement plan is all about meeting your needs and goals in retirement, you should plan to adjust that plan as those needs and goals shift.
