Reader Case Study: Finding 7 Figures of Tax Alpha Under the Couch Cushions

Last month, I received an email from a reader (shared anonymously with permission): My wife and I are 53, living in Texas with our two kids. We’ve built up about $1 million in stocks and retirement accounts (we got a late start!). I’m a small business owner, with pre-tax and pre-expense income around $500,000, netting … Read more

Ask the Professor

I do a fair bit of financial mentoring for fun. I’d like to open this up to the readers of this blog. If you’d like me to publicly dissect and optimize your finances, send me an email at professorfrugal@gmail.com. I’ll make a blog post out of it so others can learn as well. In order for … Read more