I’m still here! I took an unplanned (and therefore unannounced) break from writing the blog, which was intended to be for a week, but expanded to a month and then two months… WHOOPS. I confess I needed some time off from ye olde Frugalwoods after consistently posting for 9.5 years. That’s the longest I’ve ever…
FIRE is ultimately about being set for life. You build a portfolio big enough to cover your expenses, and then your one job is to not blow it up. But here’s the tension worth talking more about. The moment you give up your paycheck, you also give up your single biggest wealth-building engine: active income….
David Kaleda The issue of whether digital assets should be included in retirement plans covered by the Employee Retirement Income Security Act of 1974 has not gone away. President Donald Trump’s executive order issued last August and the Department of Labor’s proposed rule from April both support the notion that digital assets can be included…
Warren Buffett’s retirement as CEO marked the end of an era at Berkshire Hathaway. While Berkshire remains committed to long-term ownership of high-quality compounders, some recent portfolio moves under new leadership suggest that there is a greater comfort with sophisticated, high-growth opportunities that sit at the center of artificial intelligence (AI). The evidence appears clearly…
Kristy & Bryce with their new edition in front ofThe Turia Fountain in Spain From JL: Turns out you can still travel, even with a kid. Who knew? Certainly not their detractors. For years they confidently said, “You can only travel as you do, and be FIRE’d, because you don’t have kids. Once you have…
College students have a lot on their plate already, including the need to study to get good grades, participating in any number of on-campus activities and potentially working part-time to have some spending money. That said, college students should also focus on their financial future, including steps they can take to build credit before they…
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that on the eve of individuals being able to open and fund Section 530A “Trump” Accounts, the IRS has issued a revenue procedure that will significantly reduce the number of individuals who have to file gift…
23-03419.pdf Anonymous (not verified) Mon, 07/06/2026 – 11:55 Case ID 23-03419 Forum FINRA Document Type Award Claimants The Estate of Harvey A Slepian Respondents Charles Schwab & Co., Inc. Rosalee Slepian Neutrals Caroline N. Harney Susan L. Walker Lisa M. Krimen Hearing Site Chicago, IL Award Document 23-03419.pdf Documentum DocID 35772dc6 Award Date Official Fri,…
The EV landscape in the United States may be on the verge of a regime change. Tesla sales and production numbers, reported Thursday, July 2nd, were very strong. The company reported producing 451,758 vehicles and delivering 480,126 vehicles – 18% higher than the consensus estimate of 406,600 deliveries. Despite this, the stock did not perform…
Wealth growth ran strongest in Europe, the Middle East and Africa at 17.5 percent, helped by a weaker dollar, CTV News reported, followed by the Americas at 8.5 percent and Asia-Pacific at 5.9 percent. North America led all regions at roughly US$660,000 per adult, BNN Bloomberg reported, ahead of Australia and New Zealand at US$590,000 and Western…