A blog about things I find useful
Another month, another update. A few random comments. Good Reads/Listens/Watches The Mitchells vs the Machines (link). Pretty entertaining family movie. I’ve recently become addicted to the music of Ben Rector (link). Old Friends (link). What Makes a Man (link). The Men That Drive Me Places (link). Heroes (link). Brand New (link). Drive (link). Life Due … Read more
First, a 40,000 ft overview of 2022: Life is flying by. FC1 is halfway through her sophomore year in high school and only a couple of years away from leaving us. Where did the time go!?!?!? I am grateful for good health and am cognizant of the fact any of us are one unlucky roll … Read more
In my recent FreeTaxUSA post, I announced my retirement from the tax calculator game. However, my retirement was short-lived. Blog reader (and former roommate) Tim convinced me to keep it going. Download my 2022 model here ========> Download Here <============= A big thank you to MDM Reader (and one-time guest interviewee) MDM is a wizard … Read more
I’ve spent a good chunk of the past couple of years helping to redesign our university system’s ~$5B retirement plan. This post summarizes what I learned. While my setting was a multi-billion dollar university retirement plan, surely many of the lessons learned will also be relevant to any 401k plan by even the smallest of … Read more
Earlier this week, FreeTaxUSA went live: https://www.freetaxusa.com/ I’ve already filled out my tax forms for 2022, helping me to determine my 2022 federal tax liability with a high degree of precision (probably to within $10 or so). The remaining uncertainty is from not knowing the following parameters: 2022 total taxable dividends However, this is easily … Read more
With domestic markets down 12% YTD, now might be a good time to think about tax-loss harvesting (TLH’ing). For the uninitiated, here is a good overview of TLH’ing: https://www.bogleheads.org/wiki/Tax_loss_harvesting. That said, I think it is a largely unproductive endeavor, as I’ve blogged about here: https://frugalprofessor.com/tax-loss-harvesting-is-overrated/. Despite convincing myself in the above blog post that TLH’ing … Read more