Financial Update

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

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

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

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

The commenting functionality was broken for a bit. Sorry about that. I’m pretty sure it’s fixed now.      Another month, another update. A few random comments. Good Reads/Listens/Watches MyMoneyBlog on Schwab’s $187M penalty for shenanigans with their robo-advisor customers (link). WSJ on Roth Conversions (link). Top Gun Maverick (link). We went during the $5 … Read more

Another month, another update. A few random comments. Good Reads/Listens/Watches Everybody Lies (link). I discovered the book via the author’s interview with Steve Levitt (link). It’s as if Freakonomics and Google Trends made a baby. David @ OchoSinCoche published a book on 529s (link). I was a beta reader and found it to be a … Read more