The Wealthy Retiree Part 11 – The Benefits of a Fee-Only Financial Advisor Quaero paused at the door. He took a moment to close his eyes and reflect. Then, as if awoken from a trance, he knocked. This was the last Tuesday lesson Quaero would receive on retirement success from the wealthy retiree, his good […]
Zynergy Retirement Blog Series – Waiting to Collect Social Security
The Wealthy Retiree Part 9 – Waiting to Collect Social Security “Quaero, I have a proposition for you!” Will exclaimed, as he took a wad of cash from his pocket and slammed it on the table. “How would you like $1,000?” “Um, sure. What’s the catch?” “No catch. I’m going to give you a choice.” […]
Zynergy Retirement Blog Series – Paying Off Your Mortgage in Retirement
The Wealthy Retiree Part 8 – Paying Off Your Mortgage in Retirement Just as Quaero was about to knock on the door to his apartment, Will surprised him by opening it quickly. “Hey Will.” “Come with me.” Will muttered as he abruptly stepped past him. It was Tuesday. Quaero enjoyed work on Tuesday because it […]
Zynergy Retirement Blog Series – Be Wary of Guarantees
The Wealthy Retiree Part 7 – Be Wary of Guarantees Quaero could not believe where he was. He wished he was back in the ’56 Corvette Will had taken him for a ride in not too long ago. This Tuesday Quaero would not partake in such delights. Quaero, the handyman at a local senior living complex […]
Zynergy Retirement Blog Series – The Importance of Diversification
The Wealthy Retiree Part 6 – The Importance of Diversification Quaero and Will walked briskly down the sidewalk despite the summer heat and humidity. Will was walking at a remarkably quick pace for his age. It was Tuesday. That day now had a very special meaning to Quaero because it meant that he would get […]
Zynergy Retirement Blog Series – Keeping Emotion Out of Investments
The Wealthy Retiree Part 5 – Keeping Emotion Out of Investments The smell of old diapers hung in the air as Quaero sat on the couch of Will’s apartment. It was Tuesday. Quaero enjoyed work on Tuesday because it meant that he would get his next lesson on retirement success from the wealthy retiree, Will […]
Zynergy Retirement Blog Series – The Benefits of Delaying Retirement
The Wealthy Retiree Part 4 – The Benefits of Delaying Retirement Quaero waited patiently by the curb out front of the senior community where he worked. It was Tuesday. Quaero liked Tuesday because it meant that he would get his next lesson on retirement success from the wealthy retiree, Will Pecunious, a resident of the […]
Zynergy Retirement Blog Series – Figuring Out Your Retirement Income
The Wealthy Retiree Part 3 – Figuring Out Your Retirement Income Quaero’s fingers began to burn as he rapped aggressively on Will’s apartment door. It was Tuesday afternoon and he was late to his now regular meetings with Will Pecunious, a wealthy resident of the senior living complex where Quaero worked. Will spent time teaching […]
Zynergy Retirement Blog Series – Living Below Your Means in Retirement
The Wealthy Retiree Part 2 – Living Below Your Means in Retirement Quaero awoke early Tuesday morning. It was perhaps the first time in 20 years that he felt a sense of exhilaration at the thought of beginning his work day. Today was the first day in a series of lessons from the wealthy retiree, […]
Zynergy Retirement Blog Series – Preparing for a Wealthy Retirement
The Wealthy Retiree Part 1 – Preparing for a Wealthy Retirement Quaero, the handyman at a local senior living complex, was thoroughly discouraged as he flipped, violently, through the Sunday paper. His wife, Maria, sensed something was wrong during their normally peaceful Sunday breakfast together. “What’s the matter?”, she asked concerned. Quaero’s eye’s narrowed as […]
