Financial Geekery

January 7, 2020

While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't assume it doesn't apply to you!

September 8, 2019

The concept of "Plan B" is extremely useful for two main reasons, either of which may be more important depending on what kind of person you are.

July 28, 2019

Aren't you supposed to invest more conservatively in retirement? Isn't your investment management strategy supposed to change at that point? Good question.

February 24, 2019

Monte Carlo simulations are one of the cornerstones of what I call "adaptive financial planning". The idea is to keep you on track -- not to die rich, nor to die poor, but to live richly.

December 2, 2018

Your mortgage is almost certainly the single largest loan you will ever take on. Here are some things to keep in mind when doing your own analysis.

November 4, 2018

Now presenting the Seaborn Personal Financial Ladder! The idea is straightforward: each rung is a step towards financial independence.

August 26, 2018

In "Die Broke", Pollan paints an inspiring picture of life when one has broken free of the traditional retirement mindset: one of Odyssean adventure, in which "retirement" is such a meaningless term that one of the three pillars of the book is "...

June 4, 2018

So how much volatility are you capable of taking on in exchange for higher returns? How much volatility are you willing to take on? The first is your risk capacity, and the second is your risk tolerance. Those are the high-level questions that will determine your portf...

May 14, 2018

In the spirit of "The Last Conversation You’ll Ever Need to Have About Eating Right", let's talk about planning for retirement withdrawals.

March 26, 2018

From Roth IRA's to the Rule of 55 to SEPP's, there are plenty of tools available for tapping tax-advantaged accounts to retire early.

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