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

Early 2019 Bounce In The Market

At MegaCorp, I worked with a Finance Director who use to quip that “good numbers make good meetings”.  He was right – when sales and profits are up, meetings and decisions come easy.  It’s a good time! While we have always been long-term investors, the living is easy when the market and our portfolio are growing as well.  While we are only two months into … Continue reading Early 2019 Bounce In The Market

Recalculating FIRE Odds

I’ve been late in ‘closing the books’ for our finances in 2018. With tax preparation season on us, I’ve spent a few hours this week trying to figure out exactly where things ended last year so that I can effectively pull together our tax statements. I also taken opportunity to recalculate the historical probabilities of our overall FIRE plan. The financial markets ended 2018 badly … Continue reading Recalculating FIRE Odds

College Savings / 529 Plan Check-In

Our son’s J-Term from college ended yesterday. He’s been out of the classroom since just before Christmas and will be starting his Spring semester today. It’s hard to believe the he’ll be finishing his Junior year in a few months and he has already started to interview for summer internships. I thought this might be a good time to look back on how the 15 … Continue reading College Savings / 529 Plan Check-In