Lessons from Bowie and Rickman

Lessons from Bowie and Rickman

Alan Rickman and David Bowie had a few things in common (in addition to being likable and talented British entertainers). They achieved a state of financial independence well before “retirement” age, worked because they wanted to and died way too soon. For a year, I’ve been writing about ...
Done by 60: Stop Saving for Retirement

Done by 60: Stop Saving for Retirement

My clients often tell me they want to be financially free by around 60, but not necessarily retired. They want to reduce hours, try something new, have a job with less stress or just take a break to think about the next chapter. So, is it high time that we retired the word “retirement”? Why ...
Done by 60: Living Abroad—a Look at Life as an Expat

Done by 60: Living Abroad—a Look at Life as an Expat

I often wonder what I would do if my worst financial doomsday scenario happened. Maybe some unforeseen event ends my career prematurely. Maybe my mom needs thousands of dollars for long-term care. My current fantasy solution is to become a Central American expat living for about 50 cents on the
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 ...