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Planning for FI

Achieving financial independence while planning for the milestones of your life

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Category: Financial independence

March 12, 2020 Financial independence / financial planning / Life

Flatten The Curve

Chances are, if you live in the US, you aren’t taking Coronavirus seriously. I have always enjoyed deep diving into

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December 1, 2019 Financial independence / financial planning / Tax

Tax Rate Arbitrage For Taxable Income $170K-$320K

If you are married and your joint taxable income is between $170,000 and $320,000 you are in the 24% tax

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November 30, 2019 Cash Management / Financial independence / financial planning / Investments

Safety Nets

Times have been good the past few years. There have been a few short setbacks in the stock market, but

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August 14, 2019 Financial independence / financial planning / Insurance

One Health Insurance Option When Retiring Early

One of the most vexing problems for people who want to retire early is what to do about health insurance.

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July 3, 2019 Financial independence / Investments / Tax

Supercharge Your HSA

Little known fact for those over age 55: In the year you turn 55, you can start contributing an extra

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July 3, 2019 Financial independence / Investments / Retirement

Why Contributing to Your 401k Might Cost You

I have heard a lot of advice for young FIRE seekers to contribute to their 401k even if they are

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June 21, 2019 Financial independence / Self-employed / Tax

How To Rent Your House to Your S-Corporation

It isn’t as easy as you think. Thanks to an arcane rule in the Internal Revenue Code, you cannot deduct

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June 21, 2019 Financial independence / Retirement / Tax

SECURE Act – The Death of Never Pay Taxes Strategy?

Great article on the SECURE act, written by Nick Prigitano, CFP of Milestone Financial Planning, LLC! Will comment more when

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June 19, 2019 Financial independence / Investments / Retirement

VTSAX: The best mutual fund?

There is a reason the SEC does not like it when investment advisors talk about specific investments. It is very

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June 18, 2019 Financial independence / financial planning / Insurance

Can I Skip Life Insurance (on the FI Path)

The point of life insurance is to protect your loved ones in case something happens to you. If you were

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