Make Some, Save & Invest, Live on the Rest
Many, if not most, people on the path to Financial Independence (FI) ultimately adopt the frugality mindset to reach their FI goal.
During this time, the focus is on accumulating enough assets (or passive income) to have the option of not working for money to support your chosen lifestyle. At that point one has reached Financial Independence. Continue Reading →
During the month of March, I had the honor of being a featured guest on The Retirement Answer Man® Show to discuss “Going from Two to One”. We explore the difficult topic of losing a spouse from both a non-financial and financial perspective. No matter how well we plan for life after early retirement, twists and turns are inevitable, however, losing a spouse and moving forward may be one of the biggest challenges of all. Continue Reading →
I have received a lot of interest in the financial literacy program I teach at our local high school for the graduating seniors.
The full program as recorded in 2020 for the virtual classes held during Covid is provided here for everyone to view. Continue Reading →
After my wife passed away last summer, the last thing on my mind was what my life would look like going forward from a financial perspective… Continue Reading →
You may have noticed that it has been a long time since I last wrote a blog post. A lot has transpired during that period. As some of you may know, my wife Marge was diagnosed with cancer (Sarcoma) in early 2019. She underwent multiple surgeries, radiation treatment and chemotherapy for over two years. She always maintained a positive attitude throughout this difficult period. Unfortunately, the cancer was persistent, and she passed away in July of 2021. The Benefits of Continue Reading →