Money
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19 Years at the IRS and I Still Dread Tax Season
I was an IT Modernization Engineer for much of my professional career before leaving to be a full-time creator in…
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The Best Time to Invest Your IRA (It’s Not April)
Over the past 150 years, the U.S. stock market (including dividends) has ended the year positively roughly 75% of the…
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Own Your Time – Book Giveaway
My friend Andy Hill from Marriage Kids and Money just launched a new book called Own Your Time. I’m giving…
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“Optimizing” the Roth IRA
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way…
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The Thinning U.S. Stock Market and Hedging Concentration Risk
There are about half as many stocks trading in the U.S. today as there were in 1996 — 4,010 vs.…
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How to Measure Portfolio Complexity
I recorded a new YouTube video this week about the various benefits of a simplified retirement portfolio and how to…
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Spreadsheet of the Gods
I recently had lunch with a former coworker. He was on the interview team that hired me years ago, and…
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The Bull Market Runs Until it Doesn’t
I follow an X/Twitter account that regularly posts the following chart, updating it frequently. The chart compares the Nasdaq’s performance…
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Managing a Workhorse Dividend Stock Portfolio
For almost three decades, I built an income-producing portfolio of dividend stocks and ETFs to support my targeted early retirement. …
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Lifestyle Dividends – Retire Before Dad
When I’ve written about dividends over the years, it’s been about cash payouts from stocks, funds, and alternative investments. But…
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