Going from two jobs to one, from an employee to self-employed, starts a new journey of a second childhood.
Latest Blog Posts
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.
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.
A Solo 401k Is Not A Bigger IRA
A solo 401k is still a 401k. Know all the rules and keep it as simple as possible.
Target Date Funds Are Underrated
The one unique advantage of a target date fund can overcome all its flaws.
Take A Class To Get Up To Speed On Personal Finance
Learning the right materials from the right source gets you onto the right track.
Schwab Target Index Funds: Hidden Gems For Your IRA and 401k
Schwab has two sets of target date funds. Look for the word Index in the name.