Category: Miscellaneous

Grief, Growth, and Gratitude

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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 →

The Financial Basics – Where to Start

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In my last post – What is Your Why? – I discussed a systematic approach to discover the root reason driving each of us to strive toward improving our financial lives. What will be the guiding principal to focus on while traveling the path toward achieving financial goals? In today’s post we will take the first step on the path to gaining full control over our finances. First, we must determine our present location – where are we starting from? Continue Reading →

Portfolio Drawdown Anxiety – Discussions at CampFI

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This past weekend, I had the fortunate experience of attending CampFI for my first time. CampFI is a weekend long retreat where people curious about, in their pursuit of, or those who have already attained financial independence (“FI”), participate in discussions and presentations (and impromptu pop-up podcasts!) about any and all subject matter revolving around this concept. First and foremost, for me at least, it is an event where I was able to meet community members “IRL” (in real life Continue Reading →