Save Money

The Sovereign Pension: The Key to Funding the Modern Retirement

Posted by The Savvy Retiree on April 1, 2020

There is a certain sense of sovereignty I’m feeling today. Last week, I was texting with a childhood friend in South Louisiana, where I grew up, and he told me that amid the corona crisis, his 50-year-old sister lost her restaurant job when a ban on gathering in public spaces forced the eatery to shutter. […]

Find Out More

This Travel Hack Might Seem Crazy…But It Works

Posted by The Savvy Retiree on March 12, 2020

Here’s one of those “this makes no sense” stories… A few years back, my husband Dan and I had driven from our home in Mérida—in Mexico’s Yucatán state—to the neighboring state of Quintana Roo and the city of Cancún. We decided to spend the night and we pulled into one of the major resorts in […]

Find Out More

How an Overseas Adventure Can Help You Afford Retirement in the U.S.

Posted by The Savvy Retiree on February 17, 2020

A discussion this past week with a friend I’ve known now for nearly half a century and who still doesn’t understand why I moved to Europe in 2018, ultimately led to this confrontational query: “What do you do when you retire—where you gonna live then? You can’t afford to stay overseas forever.” I understand his […]

Find Out More

A Beginner’s Guide to U.S. Taxes for Expats

Posted by The Savvy Retiree on February 15, 2020

While living or working abroad, you need to plan to continue filing an annual U.S. tax return. Regardless of any hearsay or unqualified advice you might receive, filing a federal tax return is the only way you can elect to apply the additional tax benefits available to American expats, which for most people means not […]

Find Out More

Spend Zero on Accommodation While Slow-Traveling the World

Posted by The Savvy Retiree on January 24, 2020

The conical peak of Volcán de Agua towered above me. It was one of three volcanic giants in view as I jogged along narrow dirt trails crisscrossing Agua’s slopes in southern Guatemala. On the horizon, wisps of smoke erupted from active Volcán de Fuego, while at night a spectacular show of fiery lava spurted skyward. […]

Find Out More

This Cost-Saving Secret Will Transform the Way You Travel

Posted by The Savvy Retiree on January 23, 2020

From the window, I watched the sunlight shine through the trees dotting the lush country property in Upper Orara, New South Wales, Australia. Inside the cozy farmhouse, the warmth of a log fire embraced me. My husband, Andrew, was enjoying the full complement of cable TV channels and I the comforts of a lap cat. […]

Find Out More

Say Goodbye to Fund Your Life Daily…Say Hello to a Savvier, Richer Retirement

Posted by The Savvy Retiree on January 20, 2020

Dear The Savvy Retiree Daily Reader, And so begins a new age… You might have noticed (or not) that the Fund Your Life Daily banner you normally see atop the daily e-letter is, as of today, The Savvy Retiree Daily. While the name has changed, our mission to bring you the best, most innovative earning […]

Find Out More

Stay for Free: Home-Exchange Secrets to Transform the Way You Travel

Posted by The Savvy Retiree on January 17, 2020

For years, my wife, Gretchen, and I listened to a couple we’re friends with talk about their frequent, exotic vacations. Every few months, it was somewhere else: Ireland, Denmark, Iceland, Costa Rica, Australia… Like my wife and me, they’re a couple consisting of a college professor and a stay-at-home parent who works part-time. And like […]

Find Out More

The Joys of Semi-Retirement Overseas

Posted by The Savvy Retiree on January 16, 2020

The affordability of life in Panama has allowed me to live very well without the need to work. However, you can’t just sit in a hammock all day enjoying the tropical breeze (or at least, I can’t). Most expats, after being here a year or so, get itchy to do something. Many volunteer, others dedicate […]

Find Out More

Is Renting Your Property the Best Option for You?

Posted by The Savvy Retiree on July 10, 2017

Not long ago, a question came in from one of your fellow subscribers. She was rightsizing her life, leaving behind a large house in a big city for a smaller, easier space and a simpler existence…

Find Out More

Downsize Smoothly with this Clever Tip

Posted by The Savvy Retiree on June 13, 2017

It took a downturn in the economy for some folks to see the light. But it sure illuminated their world and, yes…the emperor had no clothes. If you had wardrobes full of clothes, you had credit…

Find Out More

Reconnecting in a Cohousing Community

Posted by The Savvy Retiree on March 18, 2017

Moving to the EcoVillage Ithaca in New York was one of the best decisions Laura Beck ever made. “We have ponds to swim in and to ice skate on in winter…

Find Out More