How To Teach Your Preschooler About Money
As parents we want to make sure that we're getting our children ready for the world, almost as soon as they're born. Financial savvy is somewhere right at the top…
Individual 401(k): The Basics
The IRS refers to the Individual 401(k) as a one-participant 401(k). Also known as a Solo-k or Uni-k, the Individual 401(k) is the basic retirement account for the self-employed individual…
Asset Allocation: The Basics Part 2
Let's continue last week's discussion on Asset Allocation here in Part 2. Slice and Dice Portfolio We left off in Part 1 of Asset Allocation: The Basics with considering asset…
Asset Allocation: The Basics Part 1
You're sitting down to write your Investment Policy Statement. You have a couple of hours set aside for it, and your favorite mug is steaming or fizzing full of your…
Simpler PPP Loan Forgiveness
In what is news no more, there's a change to the PPP loan program. Specifically, to the forgiveness process. Here is the latest update on PPP Loan Forgiveness. Since almost…
Provider Relief Fund Phase 3
On October 1st, 2020, the Department of Health and Human Services (HHS) announced a new $20 Billion in funding for healthcare providers at the frontier of the fight against the…
My Stupid Doctor Financial Mistakes
It's par for the course for every financial blogger to put it out there in the universe what stupid doctor financial mistakes they've made. It's my turn now. We do…
Investment Policy Statement: A Template
You need an Investment Policy Statement. Do you have one? If you said no, you're not alone. Neither did I, until now. The White Coat Investor has been harping on…
My Retirement Asset Allocation
I have written about the basics of asset allocation. Today I would like to lay out what my own retirement asset allocation looks like. Lazy Portfolio I'm a set it…
If You Can: The 5-minute Version
Dr William J. Bernstein is a neurologist, author and financial theorist. He has several books to his credit. Among them is If You Can: How Millennials Can Get Rich Slowly,…
How to Get an EIN
If you own a business in the United States, you will likely need an EIN- Employer Identification Number. First let's learn a little bit about it and then see how…
Coast FI: Our 2020 Milestone
FIRE blogs are lighting up with a new kind of FI: Coast FI. This is a very cool name for a milestone my husband and I hit this year, amidst…