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Top 5 Things I’ll Miss When I Retire Early
I started thinking about an early retirement in late 2014. I’ve read extensively on the topic in the interim, and … Read more
Investment Fees Will Cost You Millions
Yes, Millions. You don’t have to be a big shot for this to be true. In fact, someone investing $833 … Read more
The Sunday Best (5/1/2016)
Happy May Day! Check out the new homepage layout if you get a chance. I’d love to hear what you … Read more
Top 5 Ways to Pay No Tax on Capital Gains & Dividends
Today, I’d like to explore strategies to avoid taxes on capital gains and dividends. Both of these investment returns come … Read more
The Sunday Best (4/24/2016)
The Sunday Best is a collection of a handful of posts I share with you, the reader, each week. With so many informative and … Read more
Top 5 Money Lessons from Prince
I was working on a bathroom remodel in the basement on April 21, 2016, listening to Hawaii’s New Music Alternative … Read more
My Mega Roth Conversion: a $276,000 mistake?
Prior to 2010, Roth conversions were off limits to most physicians or anyone else with six-figure income. In 2010, the … Read more
The Sunday Best (4/17/2016)
The Sunday Best is a collection of a handful of posts I share with you, the reader, each week. With so many informative and … Read more
Top 5 Ways to Lower Your Tax Bill
Tax Day is just around the corner. Be sure to file your tax return (or file for an extension) before … Read more
Frugal Without a Cause
I made a grocery run on Saturday. Not because the pantry or refrigerator were empty. They were quite full, actually. … Read more
Introducing: The Sunday Best (4/10/2016)
The Sunday Best is a collection of a handful of posts I intend to share with you, the reader, each week. With so many … Read more
Stay Fit for a Longer & Better Retirement
When we contemplate retirement, we tend to hone in on the dollars required, how long it might take to get … Read more
4 Physicians Revisited: Dr. D & the Impact of Retiring before FI
It’s time to revisit the spendthrift Dr. Dahlgren again. In our last round of puppeteering, Dr. D had a wakeup … Read more
How Much is Enough?
Enough. It’s a word that factors heavily in so many calculations and decisions we make every day. How much propofol … Read more
Double Your Money with the Rule of 72
Doubling your money is easy. Seriously. Let’s see, you could walk away with double your money by: Placing your chips … Read more
4 Physicians Revisited: Dr. C & the Impact of a Sabbatical
The last time we revisited Dr. Carlson, we explored the impact of a higher salary and learned that a 33% … Read more
What I Learned on Spring Break
My 7-year old was required to keep a journal to chronicle his spring break experience. “I liked the Disney Dreams … Read more
Make it a Treat
“Make it a treat.” These four simple, yet powerful words, just might be the key to both financial success and … Read more
Top 5 Ways to Derail Financial Independence & Early Retirement
Does the concept of financial independence appeal to you? Would you like to have the option to retire early? Great! … Read more
A Detailed Dissection of my Investor Policy Statement.
I recently shared my IPS with you when I told you rather brashly that You Need an Investor Policy Statement (and … Read more