Here is the update for my Daedalus portfolio for March 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…
Income
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It’s income tax season again, and like every good Singaporean, I’ve been looking at my tax reliefs closely. This year, I managed to shave off around $4,000 in taxes by…
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Long before Subway was purchased by the acquisitive private equity firm Roark Capital—a deal that closed in Spring 2024 with a price tag of $9.6 billion—an entrepreneurial member of the…
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Investment
A FREE Spreadsheet That Helps You Visualize What Selling Units for Income Would do to Your Fund (Featuring RTWO)
I realize that I need a more intuitive way to simulate what does selling units spending from a risk portfolio look like. This is especially after the conversation that I…
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Investment
The First 5 Years of Your Income Portfolio Return is Critical to Not Running Out of Income.
Jeffrey Ptak, managing director at Morningstar Research have a great data-infused article on how important are returns in the first 5 years of our retirement. I don’t think this is…
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Breadcrumb Trail Links Personal Finance Taxes Jamie Golombek: Tax Court case illustrates the importance of tracking every tax slip Published Mar 14, 2025 • Last updated 1 day ago • 5…
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I crafted my first spreadsheet to help you simulate how your portfolio looks like if you consistently sell units to provide inflation adjusted income last week. A FREE Spreadsheet That…
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Here is the update for my Daedalus portfolio for January 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…
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After fires ripped through the Pacific Palisades and Altadena in January, concern grew about how far the impacts would spread and whether the region’s housing affordability crisis would worsen. Not…
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Investment
How to Get Higher Income Now That Cash Interest Rate is Falling? Find Dividend Income Funds?
I have a friend who pinged me regarding his financial situation. He feels that his current cash allocation of $580,000 is rather high and wonder if it is a good…
