Third FIRE Anniversary (3) – Go Your Own Way

This is the third (and longest) in a series of Anniversary posts marking three years since we embarked on our FIRE lifestyle (financially independent & retired early) back in 2016 … In my experience talking with people, the first considerations people have when thinking about early retirement are primarily FINANCIAL. You want to feel good about your nest egg, investments, and spending. Next is your … Continue reading Third FIRE Anniversary (3) – Go Your Own Way

More Favorable Retirement Tax Rate Revealed

Our taxes are complete and in the mail as of yesterday! I am so thankful because even though we use an accountant, getting our taxes done feels like a part-time job for the months of February and March. Related: Income Taxes Not A DIY Project This was the first year we got a good look at what our post-working tax rate might look like. Because … Continue reading More Favorable Retirement Tax Rate Revealed

Third FIRE Anniversary (1) – April Fool’s Day

Three years ago this very day, I blasted out of MegaCorp and into the sunshine of early retirement.  I had the Beatles’ Revolution on the car stereo and I’m sure many colleagues thought it was more an April Fool’s Day prank than one of the most epic decisions of my life.  That night, as a family we toasted the future with a bottle of Dom … Continue reading Third FIRE Anniversary (1) – April Fool’s Day

Investing In Health Savings Accounts

Having just turned our income tax paperwork over to our accountant, I thought it might be good time to put in a plug for Health Savings Accounts – my favorite, tax-advantaged place to invest money right now. You might be puzzled by the thought that a Health Savings Account is a great ‘investment’ vehicle, but that’s really how you might start thinking about them. If … Continue reading Investing In Health Savings Accounts

Millennials May Prove To Be The Best Generation With Their Finances

The media and politicians love to plant the seeds of discord between generations. Younger generations are alternately presented as either victims of the current power structure, and/or helplessly unprepared or unwilling to live in the “real world “. I have found that nothing is further from the truth. Younger generations tend to be smarter, more diligent, and better prepared for the futures than the generations … Continue reading Millennials May Prove To Be The Best Generation With Their Finances