Michael James on Money
A quest for smarter saving, spending, and investing
Wednesday, May 15, 2019
Should You Withdraw the Commuted Value of Your Defined-Benefit Pension?
No. There are some exceptions, but the answer is almost always no. In fact, if a financial advisor is pushing you to pull out the commuted...
Monday, May 13, 2019
Reader Question about Bucket Investing Plan in Retirement
One of this blog’s readers, AT, asks the following question about his retirement bucket investing plan (lightly edited for length): Loose...
Friday, May 10, 2019
Short Takes: Maximizing OAS, Elder Financial Abuse, and more
I wrote one post in the past two weeks: My “Bucket Strategy” for Retirement Spending Here are some short takes and some weekend reading:...
Tuesday, April 30, 2019
My “Bucket Strategy” for Retirement Spending
I frequently get questions about the “bucket strategy” I’m using for spending my assets in retirement. I prefer not to use the term “bucket...
Friday, April 26, 2019
Short Takes: Million Dollar Lattes edition
I didn’t write any posts since my last set of Short Takes, so I thought I’d start by weighing in on the furor Suze Orman stirred up when she...
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