A portfolio withdrawal setup is not complicated. Many parts are already familiar. The variable percentage withdrawal method automatically adapts.
Latest Blog Posts
Where To Get Vaccine Shots For International Travel
Health insurance often doesn’t cover vaccines for international travel. I got my vaccine shots at an unusual place.
What To Do With A Maturing CD
You have several good options for your maturing CD. All have their own merits. You can’t go too wrong.
Shop for Healthcare Cost When You Have High Deductible Insurance
When you have high deductible health insurance, you must shop around for expensive services. The savings are substantial.
When Tax Efficient Asset Placement Doesn’t Make Much Difference
Tax efficient asset placement is directionally correct but the relative sizes of your accounts can put a serious limit on its effectiveness.
Know Your Edge
Your success comes from leveraging your edge. We should all know what’s our edge.
Extra Mortgage Payment: Do Dates Matter?
If you are paying extra toward your mortgage, does it matter which day you make the extra principal payment within a month?
Using a 529 Plan From Another State Or Your Home State?
Residents in many states can use a 529 plan from another state without losing any tax benefits.
Social Security Claiming Strategy Calculators Compared
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job.
You Can’t Eat Your House. Or Can You?
A paid-off home not only provides you a place to live. It can also fund your retirement.