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Latest Blog Posts
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.
Plan It and Update It
Putting your financial plan into a simple table helps you focus on the major blocks and see where you are.
Self-Employed Health Insurance: COBRA, ACA, Health Sharing Ministry
How I decided my health insurance options after I became 100% self-employed.
From Two Jobs to One, a Second Childhood Begins
Going from two jobs to one, from an employee to self-employed, starts a new journey of a second childhood.
Maintaining and Executing An Estate Plan
Real life experience and learning from maintaining and executing an estate plan.
Switching Brokerage Account Into A Trust: Fidelity, Vanguard, Merrill Edge
Just having a trust document doesn’t do much. You need to put accounts under the trust’s name. I walk you through for how we did it with Fidelity, Vanguard, and Merrill Edge.