As you see from the title, this post is a continuation of a previous post on the method I use to conduct financial planning. If you haven’t read the first post I suggest you go back and do so. The … Continue reading
I realize that the Golden Albatross situation for pensionable women calls for more nuance. I say that because many of the additional factors women need to consider work against each other. Continue reading
The wild card that makes this article different from my other lump-sum articles is that her lump-sum offer was from what’s known as a church pension plan (aka church plan). Continue reading
How much would you pay to get five work-free years back in your life? Continue reading
Early retirement penalties in pension plans are real, and they can seem draconian for some. Continue reading
Interested in moving to New Zealand, the land of Kiwis? Grumpus Maximus discusses how he and his family determined if “Kiwi Arbitrage” was affordable. Continue reading
This is a substantive revision to the original Pension Series Part 13 article I published on 04 FEB 2018. I updated this article because I have a new method for calculating the Total Dollar Value (TDV) of pensions that do not possess a Cost of Living Adjustment (COLA).
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This is an updated version of an article first published in June 2019. It was updated to reflect changes made from a new formula to calculate Total Dollar Value (TDV) for pensions with no COLA, as I did with the reader/subject of this article. Continue reading
Chapter Nine Refresh Welcome to the “End of Chapter Resources Page” for Chapter Nine of The Golden Albatross book. In Chapter Nine, I taught readers how to calculate the Total Dollar Value (TDV) of their pension. TDV is different from … Continue reading
The Prodigal Series Returns Welcome back to the Pension Series everyone! I hope you didn’t interpret my several month hiatus (from the series) as a lack of interest in the intersection between pensions and Financial Independence (FI). If you did, … Continue reading