planning

I have a Telegram member Rootie was considering adding US 20-year long term treasuries as a buffer from equity drawdown (when equities fall basically). This is because I shared a…

If you’re building a new home, adding solar panels is one of the most worthwhile decisions you can make. The upfront investment is invaluable, delivering immediate benefits and long-term savings…

I was pondering about some ideas regarding where I would like to deploy some of my excess funds in Crystalys. It is not a strong idea about where I would…

vandervliet93/iStock Editorial via Getty Images FedEx (FDX) is said to be planning to cut 856 employees at its supply chain logistics and electronics facility in Dallas, Texas, on January 29,…

Image source: shutterstock.com When people think about retirement, the conversation often includes leaving an inheritance, helping adult children, or passing down property. But for couples or individuals without kids, the…

I am going to try and explain a little subtle difference between phrases that I use when I engage in income planning with the community. Perhaps I will also explain…

I have this Telegram group member who was trying to figure out: Given the options of money market funds such as the Fullerton Cash Fund, and fixed income funds like…

If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a financial professional to manage…

My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in…

There is a relatively new article on Financial Planning blog Kitces.com on trying to help clients understand about saving enough for a Coast FIRE lifestyle. Helping Clients Understand When They…