A paid-off home not only provides you a place to live. It can also fund your retirement.
Latest Blog Posts
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.
Will and Trust Through Employer Legal Plan
Using the legal plan through an employer works for simple estate planning.
Manage Your Money Closely With A Prepaid Card
When you must manage your money very closely, a prepaid card helps you avoid overdraft fees.
Financially Comfortable and Pivot
Pivoting when you are financially comfortable offers a safer and more enjoyable path to a second childhood.
What Having My Car Die in the Middle of the Road Taught Me About Investing
Beware of overconfidence. It can cause great harm.