Getting the Best Bang for your Buck with Social Security in Early Retirement

*The information contained in this post is not meant to be specific for you or your situation and is not meant to be financial advice, as I am not licensed as a financial planner. Before making any decisions, I strongly recommend speaking to someone licensed in this area to consider your unique situation. Social Security Uncertainty … Continue reading Getting the Best Bang for your Buck with Social Security in Early Retirement

Avoiding the Individual Insurance Mandate Penalty in 2018

*The information contained in this post is not meant to be specific for you or your situation and is not meant to be financial advice, as I am not licensed as a financial planner or as an accountant. Before making any decisions, I strongly recommend speaking to someone licensed in this area to consider your … Continue reading Avoiding the Individual Insurance Mandate Penalty in 2018

2017 Savings Rate and 2018 Estimate in Semi-Retirement!

How Do You Calculate Savings Rate There are a lot of different ways to calculate savings rates as Big ERN, from Early Retirement Now, points out in his post on the topic. For me, savings rate #3 in his post seems to make the most sense. Calculating savings rate based on after tax compensation and … Continue reading 2017 Savings Rate and 2018 Estimate in Semi-Retirement!

Current Asset Allocation: February 2018

To be honest, I haven't paid much attention to my asset allocation recently. In 2017, I started saving cash for a down payment on a rental property, but I have also considered just saving enough to pay for an entire property up front. What I decide to do there will likely depend on when I … Continue reading Current Asset Allocation: February 2018

A Case for Travel Therapy as a New Grad: The Power of Compounding Interest

Travel Therapy and Improving Your Finances Hello again. If you've read any of my posts in the past then you probably already know that I enjoy writing about a lot of things, but two at the top of my list of favorites are travel therapy and personal finance. Today I want to make a case … Continue reading A Case for Travel Therapy as a New Grad: The Power of Compounding Interest

Retire at 30?? Won’t You be Bored?

A Taboo Topic I know that I talk about my financial plans for the future a lot on my blog, but in my personal life I do my best to avoid this topic unless specifically asked or if it somehow comes up in conversation. This is especially the case when working with patients. Controversial topics … Continue reading Retire at 30?? Won’t You be Bored?

Semi-Retirement in 2018!

*The picture above is from an amazing trip to Aruba my brother and I took in December. Update 1/17/2018: ⇒⇒⇒ Click here for PART TWO: our travel agenda! ⇐⇐⇐ Original Post: Taking The Leap In my November monthly update, I mentioned that Whitney and I have been discussing transitioning away from full time employment to take … Continue reading Semi-Retirement in 2018!

Reconsider Your Roth While on the Path to FIRE

*The information contained in this post is not meant to be specific for you or your situation and is not meant to be financial advice, as I am not licensed as a financial planner. Before making any decisions, I strongly recommend speaking to someone licensed in this area to consider your unique situation. This will … Continue reading Reconsider Your Roth While on the Path to FIRE

Traditional vs. Roth IRA- A Real World Comparison

*The information contained in this post is not meant to be specific for you or your situation and is not meant to be financial advice, as I am not licensed as a financial planner. Before making any decisions, I strongly recommend speaking to someone licensed in this area to consider your unique situation. My recommendation … Continue reading Traditional vs. Roth IRA- A Real World Comparison

Traditional vs. Roth IRA- Which is Best for You?

*The information contained in this post is not meant to be specific for you or your situation and is not meant to be financial advice, as I am not licensed as a financial planner. Before making any decisions, I strongly recommend speaking to someone licensed in this area to consider your unique situation. A couple … Continue reading Traditional vs. Roth IRA- Which is Best for You?