Note from the Editor: This is a guest post from long-time reader Horton. I love Horton's thesis and the tight wrap! Remember if you have something to share and you don't want to bother creating a blog of your own, please contact me. Enjoy! *** Many people – myself included – have a tendency to view investing as a journey to find the perfect portfolio. We backtest myriad portfolios looking at compound annual growth rates (CAGRs), standard deviation, max drawdowns, Sharpe ratios, safe withdrawal [...]
Will Other Brokers Match Vanguard and Make All ETFs Commission-Free?
Extra Mortgage Payment: Do Dates Matter?
Social Security Claiming Strategy Calculators Compared
[Updated with new calculator. Removed calculators that are no longer available.] Mike Piper is the author of the book Social Security Made Simple. In addition to explaining how Social Security works, he recently created an interactive calculator [...]
You Can’t Eat Your House. Or Can You?
The purpose of my recent absence was to look into a Continuing Care Retirement Community (CCRC) for my aging mom. In a CCRC, residents start with independent living, and as their need for assistance progresses, they will receive increasing levels of [...]
Plan It and Update It
Note from the editor: This is a guest post from long-time reader KD. KD contributed Looking At the Big Financial Picture back in 2012. I also interviewed KD in Lifestyle Design: Choose Where You Live. Now six years later, KD shows us how to use a [...]
2018 HSA Family Coverage $6,900 OK After All
Self-Employed Health Insurance: COBRA, ACA, Health Sharing Ministry
After I gave my resignation, the first order of business was to buy health insurance. My former employer's health insurance covers me to the end of the month. I need insurance starting on the first of the following month. Basically I have four [...]
From Two Jobs to One, a Second Childhood Begins
I had two jobs in the last 11 years: one full-time job at my employer and one part-time job in writing this blog, and more recently, helping people find Advice-Only financial advisors. As of yesterday I'm left with only one job. Although the [...]
