This is the time of year where people are debating whether they should use tax software, head to a tax center, or hire a CPA. One year I decided out of desperation to hire a CPA – and it backfired, big time. Come read more about that story, and all the mistakes I made, so you can avoid them.
Protect Yourself And Your Family
Women, Risk Aversion, and Money
Are women more risk averse than men? If so, why? And how does risk aversion impact female investors? This topic has been on my mind lately, particularly with the latest gyrations of the market. I also recall someone once commenting they found my thoughts on investing an interesting window into the mind of female investors. […]
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Trinity Study, William Bengen, Safe Withdrawal Rates – Women and Early Retirement
We’ve all likely heard of the Trinity study – the study that led to the 4% rule, or having 25 times your expenses saved. But have you actually read the Trinity study? Did you ever wonder how it applies to women, or early retirees? And have you heard of William Bengen, the financial advisor who laid the groundwork for the Trinity study? Well you’re in for a treat today.
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Near Death, Recovery, and Money- Interview With My Husband
This time of the year is the hardest time to go onto Facebook. You know how Facebook loves to prompt you to see what happened today in your personal history? Well, these few weeks, every time I log onto Facebook I get to see the memories of what happened exactly six years ago. When my […]
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Fire Your Financial Advisor – White Coat Investor Course Review
Are you – or someone you know – overpaying for financial advice? Or maybe you’ve been looking for an online course to walk you through completing your own detailed financial plan? Check out my review of the White Coat Investors new online course.
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What If You’re Not Here? Preparing for Disability and Death
Welcome and Happy Monday! Today I’m going to be tackling that most cheerful of topics, preparing for your own disability or death. It’s all part of the second tier to financial freedom, where you’re working to protect yourself and your family (such as from personal property damage, identity theft, and your own investment mistakes). “Wait […]
