In the beginning of my financial journey, I envisioned retiring around the age of 53. The reason for this odd mile marker choice was that this would be my age when my daughter went off to college. I figured if I retired earlier I would still be bound to my daughter’s school […]
Note: I have just revamped my Net Worth Spreadsheet template and added more tips on my Fortress Of Solitude hidden page accessible only to subscribers. You now have the ability to enter how much you want to invest and the spreadsheet spits out how much money needs to go towards each asset class based on […]
We are all guilty of it. I know I certainly am. When I am faced with pages and pages of legalese, my eyes tend to gloss over and I tend to skip to the end. How many of us have read word for word the iTunes Terms and Conditions Policy when we […]
Well I am going to ‘fess up here. I am a HUGE Harry Potter fan. Not only is the story of J.K. Rowling an inspiring “rags to riches tale” in its own right, but the series of books she authored created a magical environment where some of the youth that was previously being […]
Ride Or Die: A colloquial expression of extreme loyalty to someone or something. This was a very interesting post for me to write. I went into it thinking one way and by the time I did the analysis, I may have undergone a complete 180. The issue in question? A 30 year […]
I first came across Alpha Investing by reading about the company on both Passive Income MD’s and Ms Bonnie, MD’s (now Wealthy Mom MD) sites. I was intrigued and subsequently met with one of the principals, CEO Fark Tari, in person and had a great discussion about real estate. Fark also gave […]
It is an interesting exercise to look back in time and analyze choices made and then ponder what might have happened had the ball bounced the other way. Most of the time we pine over what might have been, as using the retroscope always gives us 20/20 hindsight. I decided it was […]
There is a popular saying in the financial community, “One House, One Spouse, One Job.” It essentially constitutes one of the “golden rules” of finance and is advice often given to those seeking financial independence. Breaking one or more components of this tenet implies that you may find yourself in a financial pit with […]
I enjoy perusing the web and reading blog posts and articles that catch my eye. Some of the great posts I have come across I share with my readers through my Grand Rounds series. Sometimes a particular article is thought provoking and I thought I could highlight/elaborate on it in a dedicated […]
I have a special treat for my readers today. I have none other than the brains behind FI Physician, David Graham, MD, back fulfilling his promise of writing the highly anticipated sequel to his incredible first guest post on this site, “Planning The Next Life: How To Leave Money To Your Heirs.” But don’t […]
