I’m slightly hesitant to talk about modeling portfolio leverage. The topic, in terms of personal safety, sort of resembles a discussion about how to … [Read more...] about Portfolio Leverage Modeling with cFIREsim and FIRECalc
retirement
Financially Independent Retired Early: Flaws with Philosophy?
Okay, an important first stipulation. I totally understand the allure of the financially independent retired early strategy. Further, I totally … [Read more...] about Financially Independent Retired Early: Flaws with Philosophy?
The Average Retirement Savings Return
Buried at the heart of every personal financial plan is a critical percentage: an average retirement savings return estimate. And that leads to … [Read more...] about The Average Retirement Savings Return
Spotting Investment Scams
This week, I want to talk about spotting investment scams. Okay, sure, a funny topic for a CPA to broach. But every year, our CPA firm sees a … [Read more...] about Spotting Investment Scams
Pay Zero Income Taxes on $100,000 of Income
A few weeks ago, in a blog post about income tax brackets, I pointed out that some people who make $100,000 a year pay zero income taxes. That “pay … [Read more...] about Pay Zero Income Taxes on $100,000 of Income
Retirement Plan B Tips: Dozen Ideas for a Better Plan B
Over the last week, this blog has provided several posts related to this idea that you need a retirement plan “B” to deal with the very real … [Read more...] about Retirement Plan B Tips: Dozen Ideas for a Better Plan B
Monte Carlo Retirement Plan B Calculations
Over the last few days, the Evergreen Small Business blog has described why and how you need to develop a "plan b" for your retirement. On Monday, … [Read more...] about Monte Carlo Retirement Plan B Calculations
cFIREsim Retirement Plan B Calculations
This week at the Evergreen Small Business blog we’re talking about the issue of a “retirement plan b.” The week started, for example, with a post … [Read more...] about cFIREsim Retirement Plan B Calculations
FIRECalc Retirement Plan B Calculations
Yesterday’s blog post talked about why you and I both need to have a retirement plan b. To recap, that suggestion flows from a simple reality—that … [Read more...] about FIRECalc Retirement Plan B Calculations
Retirement Plan B: Why You Need One
Can I suggest you need a retirement plan b? No, I know. You’ve probably already got a “plan a” for retirement. You wouldn’t be reading a blog post … [Read more...] about Retirement Plan B: Why You Need One