Blog Posts
Wait, am I like Don Quixote?
Don Quixote was always on my mind, but I never read the book. Based on what I’ve heard over the years, I assumed he was some kind of great Spanish Robinhood, highly revered as he took on great adventures and helped the poor. I finally read the book, and now I realize Don Quixote was […]
Who’s getting your best time?
Humans are the only animals who get to decide how we spend our time (and still live). I’d be in big trouble if I had no option but to grow my own food, as evidenced by my tortured garden this year. Instead, I can go to the store and buy food grown in all parts […]
The Problem with Big IRAs: RMD
Most of us assume if we generate a huge IRA or 401k, we won’t have anything to worry about in retirement. While that’s mostly the case, there are a few things to think about. The IRS loves when you build up a massive 401(k) or IRA because they get to tax you big time when […]
Our Path to FIRE (and why it wasn’t FIRE)
The traditional early retirement acronym, FIRE, draws many critics who accuse the adherents of turning against civilization and America to pursue their selfish self-interest instead! However, what I’ve found through my own experience and working with my clients, is that many of the FIRE pursuers aren’t as interested in the “Retire Early” part of FIRE […]
Why You Need a Health Savings Account
“Triple Tax-Advantaged”. That’s all you need to know about the Health Savings Account (HSA) and why you should have one today. Just kidding, “Triple Tax-Advantaged” sounds more like a minor league wrestler than something that has the potential to be one of your best investment accounts, but I’ll take you through all the nerdy details […]