Focus On What Matters Most!

Retirement planner and blogger Dirk Cotton gets right to the point. Retirement planning is complex and difficult to know where to start.

His recent Forbes blog post succinctly explains the basic trade-offs between the two main retirement planning camps: safety-first and probability-based. In the Informed Household parlance, this corresponds to Sleeps Like A Baby and Insanely Hopeful funding profiles.

Enjoy the the article, it’s very informative…..Jim




Funding Analysis Demo – Free To Choose

Meet Ashley (66) and Louis (68) of Montana, our fictitious Free To Choose couple whose savings preferences and spending priorities we analyze to see how this household is doing on its journey to financial independence.

Please click here to download the PDF analysis and here to watch the video.

Thank you for viewing……Jim Koch




Funding Analysis Demo – Aspiring Free Spirit

Meet Christina (26) and Sean (28) of Iowa, our fictitious Aspiring Free Spirit couple whose savings preferences and spending priorities we analyze to see how this household is doing on its journey to financial independence.

Please click here to download the PDF analysis and here to watch the video.

Feedback always welcome….enjoy…Jim Koch