Blog Posts
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 […]
Who Built My Cage?
One week before I quit my high-tech, high-income job at Hewlett Packard, I sat in my chair contemplating what brought me to that day. It was a path full of fortune and luck, led by great mentors that shaped my success.However, it’s only in hindsight I was able to acknowledge my incredible fortune. When I […]