Financial Update Apr 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches GCC featured on national news (link). Loved the accompanying blog post. “As I explained to ABC, if there was any magic we had it was that we were willing to live like college students longer than it is socially acceptable to do so. Along with … Read more

How to Shop at Costco Like a Boss

First, the Establishment of Some Costco Cred Our family lives at Costco. To prove it, I downloaded some statistics on our Costco usage over the past 6 months. The first chart is a histogram of days between Costco visits over the past 6 months. The mode is 1. The average is 1.98, meaning that we’re … Read more

SSA Earnings History

A few months ago during the Equifax hack, I read that it was smart to freeze your credit (duh), but also to secure your Social Security Identity online. What do I mean by that? I mean create an online account at the SSA with a strong password and two step authentication so that nobody can … Read more

Financial Update Mar 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches Big ERN describes why home ownership can be a good investment after properly accounting for imputed rent (link). WSJ article on retirement destinations (link). WSJ article on people leaving bay area due to high cost of living (link). 36 year old accountant called in as … Read more

Taxcaster 2018 Available

*** If you care to learn deeply about the tax code, I have begun writing a book which contains everything I know on the topic. The book discusses wealth accumulation strategies, of which tax minimization is a key component. The (imperfect and incomplete) draft can be downloaded here.***     Today I noticed that Turbotax … Read more