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Done by 60: Case in Point

Done by 60: Case in Point

For the past year, I’ve shared ideas about how you can achieve a state of financial independence (the point where you work because you want to, not in order to maintain your lifestyle) by age 60. As an advisor, it brings me great joy when a couple delivers a highlights reel of how, on their ...
Done by 60: Final Home Destination

Done by 60: Final Home Destination

People often plan for retirement based on their current lifestyle, which includes the cost of living in their current city. How much sooner could you retire if you moved to a city with a lower cost of living once you stopped working full time? As it turns out, the cost of staying in that big, ...
Done by 60: Less House, More Experiences

Done by 60: Less House, More Experiences

The tiny house movement is sweeping the nation. While, according to Wikipedia, the average size of a new house grew from 1,780 square feet in 1978 to 2,662 in 2013, some people are focusing on “tiny houses,” which are less than 1,000 square feet. So what gives? Are these people finally ...
Done by 60: Living the Glory Decade

Done by 60: Living the Glory Decade

When my dear friend Jim is not tending to patients, he’s hiking in Bhutan, skiing in the Rockies or challenging Six Flags’ biggest coasters. At 67 (8.19 squared as he puts it), Jim is my poster boy for how to totally crush it in the glory decade, aka our 60s. Given that we’re living longer ...
Done by 60: Overstaying Your Welcome

Done by 60: Overstaying Your Welcome

Breaking news! Home ownership, if done right and in long stretches, can result in lower housing costs than if you were to rent that same house. OK, so you already knew that. But remaining a homeowner into your 60s? Now you're just overstaying your welcome. By planning now to be a renter later, ...
Done by 60

Done by 60

I’m moving to Ecuador! Not this year, of course, but I’ve started to view my own retirement plan through a very different lens. I notice that people almost always plan for retirement by projecting their current lifestyle (spending) into the future instead of planning for a future they’ve ...