Trying to Make Sense of My Portfolio – Part 1
Recently it’s occurred to me that even though I’m a person with a big interest in money and investment, who spends a good deal of time thinking (and writing) about the topic, I don’t have a as good of...
View ArticleTrying to Make Sense of My Portfolio – Part 2
In my last post I started to talk about the challenges of tracking investment allocations across multiple accounts that my wife and I share. I think the more I look at all this stuff the more confusing...
View ArticleTrying to Make Sense of My Portfolio – Part 3
OK – So in my last post on this topic I talked about my current portfolio allocation and left off with needing to take the next step of determining my target allocation moving forward. Here we go…. 5%...
View ArticleTax Advantaged Retirement Account Contributions – Unchanged for 2016
Photo by GotCredit We’re coming up on the new year and I’ve been thinking about my plans for saving in 2016. Part of my savings strategy involves taking advantage of tax advantaged accounts such as a...
View ArticleRefining the Goal – What does Financial Independence Mean to Me?
Recently a reader asked me some great questions about just how am I defining Financial Independence (FI)? Ever since I started this little blog, that question is something that has been on my mind....
View ArticleObservations on the Recently Retired
My parents were in town last weekend for a little visit. About a year ago they both retired and they’re still trying to get a handle on this new way of living. As with any other major life transition,...
View ArticleThings to do in Retirement
There’s a ton of things I’d like to be doing on a regular basis that I don’t seem to have the time, energy, or devotion for right now. Granted, we all have the same number of hours to work with, so if...
View ArticleFeeling Closer to Pulling the FIRE Cord
The last couple of weeks at work have been a bit difficult. I work for a consulting firm, and we recently learned that we lost a large piece of work during a re-compete process. This type of thing...
View ArticleComing Closer to Quitting
Mrs. Freedom 40 and I went out to dinner recently at our local Mexican joint. Mmmm tacos! During the meal our conversation turned to my upcoming sabbatical. This is a great benefit that I receive for...
View ArticleSucking it Up a Little Longer on the Road to Financial Freedom
I really didn’t think I’d ever be walking back into the office today. Or at least this particular office, which I’ve come to really despise. I know many people feel the same way after a long holiday...
View ArticleSucking it Up a Little Longer on the Road to Financial Freedom
I really didn’t think I’d ever be walking back into the office today. Or at least this particular office, which I’ve come to really despise. I know many people feel the same way after a long holiday...
View ArticleMaking the Decision to Finally Quit
I started this little blog over three years ago with my first post back in February of 2015. At that time I had been thinking for a while about the idea of early retirement, and specifically, retiring...
View ArticleFollowing Through with the Freedom 40 Plan
Well – I finally did it! I’m not sure if I really ever believed I would go through with it, but I did. I quit my perfectly good, high paying, benefit laden, job at just 40 years of age. Six months...
View ArticleQuitting at 40 – Telling Others
In last two posts I talked first about making the difficult decision to quit, and then about following through with that decision. In this post, I’ll share some of my story about telling others. Before...
View ArticleA Funny Thing Happened on my Way Out the Door
In my last couple of posts I talked about making the difficult decision to quit and then following through with my Freedom 40 Plan and actually quitting. Then, I talked about my experience telling...
View ArticleMy Peter Gibbons Moment
I gave notice to my current employer back in March. After some inducements, they convinced me to stay on for an additional four months. During this time, the business continued along as normal. This...
View ArticleWhen Your Net Worth Isn’t Your Net Worth
Since I started this blog back in February 2015, I’ve made a point of posting my monthly net worth updates. This has been one of the most regular features of the blog. It has helped me to keep track of...
View ArticleThis Month in Early Retirement: Family, Friends, Beaches, and Trying to Find...
August 2018 I officially retired on August 3, 2018. Since leaving work, I’ve been doing a number of things, and it occurred to me that it might be interesting to document my month to month experiences...
View ArticleEarly Retirement This Month: September 2018
September 2018 Since my early retirement at the beginning of August 2018, I’ve been enjoying life. I’m trying to be mindful of what I’m doing with my new found freedom. These posts are a way to...
View ArticleEarly Retirement This Month: October 2018
October 2018 Since my early retirement at the beginning of August 2018, things have been good but ever changing. I’m trying to be mindful of what I’m doing with my new found freedom. These posts are a...
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