The stock market has been having a great year (+17% S&P500), but that hasn’t stopped me from fretting over the price of MegaCorp stock (-8%), as I continue to sit on significant stock options as part of our early retirement portfolio. While many retirees may be celebrating the record market closes this week and ongoing ‘Trump Bump’, our portfolio is sitting FLAT for the … Continue reading Too Many Eggs In One Basket?
My Mom & Dad called recently to get my take on their Long Term Care (LTC) insurance. They’ve had a policy for fourteen years and recently got a notice from their insurer that their rates would be going up. The increase – stepped over the next few years – totaled a little more than +50% versus what they were paying now. If they didn’t want … Continue reading Long-Term Care Insurance – Cost/Benefit Tradeoffs
Since it is the holidays and some people are looking for gift ideas, I thought I would write a couple of short recommendations on personal finance books that really helped us on our way to financial independence and retiring early (FIRE). Don’t worry, this isn’t some online scam to have you click through to Amazon and line my pockets. I just wanted to share some … Continue reading Holiday Gift Book Recommendation: Making The Most Of Your Money