Financial Update – Nov 2021

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I’ve been busy so this post is a few days late. A concerned reader emailed to ask if I’d died…not yet.   Another month, another update. A few random comments. Good Reads/Listens/Watches I finished reading the book Die With Zero (link). If I could summarize the book, it’d be: The point of money is to … Read more

2021 FreeTaxUSA is Live

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FreeTaxUSA I’ve been using FreeTaxUSA for a few years now. Despite having the scammiest-sounding name in the world, their software has been great to me. Their business model is pretty straight forward. 100% free federal, $15 for state. Because I’m notoriously stingy, I use FreeTaxUSA for my federal return and use my state’s free self-serve … Read more

Financial Update – Oct 2021

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Another month, another update. A few random comments.   Good Reads/Listens/Watches GoCurryCracker on getting a mortgage without labor income (link). A friend shared with me that the newest version of the Democrats’ multi-trillion dollar climate/social-spending bill no longer nixes the (mega) backdoor Roth (link1, link2). Who knows what the final version of the bill will … Read more

Financial Update – Sep 2021

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Another month, another update. A few random comments.   Good Reads/Listens/Watches The Finance Buff: On securities-based lending (link). On the (likely?) downfall of the (mega) backdoor Roth (link). Actionable steps? Complete (mega) backdoor Roths before Jan 1 2022 as a hedge. Bummer; I was getting closer every to convincing my university to allow this. Goodbye … Read more

Financial Update – Aug 2021

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Another month, another update. A few random comments.   Good Reads/Listens/Watches Season 7 of Alone on Netflix (link). I’ve only seen about half the seasons of Alone, but this was by far my favorite. Unlike prior seasons, in which the objective was to be the last person standing, the objective this season was to last … Read more