Today I invited a professional to join me for a FIREy discussion around financial independence and living off the portfolio after early retirement. Allen Muller…
We’re going to explore finding passive income and total return using (bank) preferred stock. But first, what is preferred stock? I’ll let my AI friend…
Why should you quit your corporate job? Why should you NOT quit your corporate job?
I’ve received a number of follow-up questions to my Silicon Valley Post and the most common question is “How do I Invest in Financials?” …
It’s been just over four years since I handed in my notice to the MegaCorp where I spent my entire professional career. April 19th,…
It’s been just over four years since I handed in my notice to the MegaCorp where I spent my entire professional career. April 19th,…
It’s been just over four years since I handed in my notice to the MegaCorp where I spent my entire professional career. April 19th,…
Leave it to some financial news for me to come out of hibernation on my blog. The former banker and current bank investor in me…
We’re officially homeowners again. Where and why did we decide to buy a house in a challenging market.
The tax rate paid is lower but the lifetime taxes paid start climbing higher. With regard to lifetime tax liability, there’s a sweet spot in the conversion strategy for most early retirees: Don’t go so quick that it triggers tax rates higher than 24% federal, but don’t go so slow on the conversions that investment earnings outstrip any progress on lowering the pre-tax account balances.