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Planning for FI

Achieving financial independence while planning for the milestones of your life

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Tag: FI

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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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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June 17, 2019 financial planning / Insurance

True Cost of Health Insurance

When planning for FI, you really should consider current and future cost of health insurance. I have seen many in

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June 15, 2019 Education / Financial independence / financial planning

Planning for FI College

Should you save for college? Will college be free in the future? Will you have so much in assets or

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June 15, 2019 Uncategorized

Great Links

These links are meant to be helpful sources of information. If they don’t appeal to you, feel free to click

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