Financial Update – Dec 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches I really enjoyed this post from Jonathan at MyMoneyBlog (link). The story he linked to at the end of the post was incredible (link). I really enjoyed the most recent videos from Beau Miles (link). The snow kayaking one was pure joy.   Life I … Read more

Financial Update – Nov 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches My father recommended the series Formula 1: Drive to Survive (link). I had always thought that car racing was boring, but this series is pretty captivating. Life The month flew by. I’m unsure where it went. Most of the fam jumping after our Christmas card … Read more

Financial Update – Oct 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches GoCurryCracker on Tax Loss Harvesting (link). I wrote a TLH article a few years back (link). Here are my takeaways from the GCC article: Due to wonky phase ins/outs of various credits (e.g. ACA subsidies), one’s marginal tax rate can be quite high. Therefore, the … Read more

Financial Update – Sept 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches WSJ on the versatility of the HSA (link). Not much new here, but it was the first time I’d heard of this trick: Children of parents with HSAs can qualify for their own HSA. This is a mind-blower: Under current law, children such as recent … Read more

Financial Update – Aug 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches I finished Better Call Saul, which was great. It is the end of an era. Not much else comes to mind. Life I took a trek to Peru (this one). We had three dedicated staff supporting us: our guide (who mercifully spoke English), our cook, … Read more

Financial Update – July 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches This Bogleheads Live Podcast episode on tax planning for early retirees was moderately interesting (link). The above podcast is different than Rick Ferri’s Bogleheads on Investing Podcast (link). Confusing, I know. Life Despite being vaccinated and boosted, 5/7 of us got Covid for the second … Read more