Planning Tip–How Will My Funded Status Be Affected?

As discussed in previous posts, your Funded Status is an easily calculated, robust metric used to measure your financial health ...
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Slow Travel can also be Family Time

I am a great fan of Slow Travel, staying in a different country for many weeks at a time, living ...
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Being a ‘Digital Nomad’ in Europe for Two Months

With the glorious help of credit card churning, Amanda and I (and now our 1 Year Old Kiddo) made another ...
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The Social Security Fairness Act

Social Security has long been a crucial program in the United States, providing financial assistance to millions of retirees, disabled ...
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Expect the Unexpected

Even the most disciplined planners can face unexpected hurdles. Your career takes a turn for the worse or your child’s ...
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What You Need To Know

Refinancing a reverse mortgage is another testament to the flexibility of reverse mortgage products. If you decide that making changes ...
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Accident by construction – why technology and regulations increase risk

Note: Large parts of the book were inspired by [the thinking behind] this post and normal accident theory. Most people ...
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Where there's a will, there's a way

In today’s fast-paced world, it’s easy to overlook the importance of keeping legal documents like your will and power of ...
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How to Avoid the “Middle-Class Trap”

I recently listened to an episode of the BiggerPockets Money Podcast titled The Middle-Class Trap That Could Keep You from ...
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401(k) Loans Pros and Cons – Bank On Yourself

A recent article in the Wall Street Journal says it’s time to consider borrowing money from your 401(k). These loans ...
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