What is Rule 72(t)? IRS Rule 72(t) refers to a section of the IRS code outlining Substantially Equal Periodic Payments (SEPP). This is not…
One of my new adventures in 2021 is venturing into the world of passive real estate investments. These are private placement investments available to…
August is coming to a close and the summer is slowly coming to an end. The market continues to set all time highs and kids…
In January of 2018, I posted my internal debate of working One More Year. Financial independence was inevitable and I was faced with two…
Is it possible to have too much money in the HSA in early retirement? What are we doing with ours post-FIRE
My investing style has always been to invest in both index funds and individual stock investments. I’ve been interested in individual stock since college,…
We’ve had a nice first half of 2021 in early retirement. We spent five weeks in Hawaii this winter, made trips to visit friends, and…
So much of planning for financial independence and early retirement involves spreadsheets, sequence of return risk, and figuring out exactly when there will be enough…
I recently received this question in the comment section from a reader: “In order to have a taxable account built up, was there a year…
What questions did readers have about two years of Financial Independence? Healthcare and what would I have changed about the journey.