Eventually, you will be presented with the idea of writing covered calls on your portfolio and earning “easy income” from this
Category: Retirement
MMB Portfolio 2022 3rd Quarter Update: Dividend & Interest Income
Here’s my quarterly income update for my Humble Portfolio (2022 Q3). I track the income produced as an alternative metric for
MMB Humble Portfolio 2022 3rd Quarter Update: Asset Allocation & Performance
Here’s my quarterly update on my current investment holdings as of 10/4/22, including our 401k/403b/IRAs and taxable brokerage accounts but excluding
MMB Portfolio 2021 Year-End (Late Update): Dividend and Interest Income
Here’s my (late) quarterly update on the income produced by my “Humble Portfolio“. The total income goes up much more gradually
MMB Portfolio 2021 Year-End (Late Update): Asset Allocation & Performance
Here’s my (late) quarterly update on my current investment holdings, as of 1/23/22, including our 401k/403b/IRAs and taxable brokerage accounts but
Real-World Numbers: Investing $850 a Month Turned Into $200,000 Over 10 Years (2022 Edition)
Instead of focusing on the current hot thing, how about stepping back and taking the longer view? How would a steady
My Money Blog Portfolio Asset Allocation and Performance Tracking, Year-End 2018
Here’s my final quarterly portfolio update for Q4 2018. This is how I track my real-world holdings, including 401k/403b/IRAs and taxable
Solo 401k: Best Self-Employed Retirement Plan For Aggressive Savers ($50k/$100k Income Example)
Each December, I run the numbers to see how much more I can contribute to my Self-Employed 401k plan, aka Solo
My Money Blog Portfolio Income – October 2018
For a young person making a plan to reach financial independence at a very early age (under 50), I think using
My Money Blog Portfolio Asset Allocation, October 2018
Here’s my quarterly portfolio update for Q3 2018. These are my real-world holdings and includes 401k/403b/IRAs and taxable brokerage accounts but
The Quest of the Simple Life: Escaping The Work Grind in 1907 vs. 2018
The Quest of the Simple Life by William J. Dawson was published over 100 years ago; it’s so old that the
What Happens If You Run Out of Money in Retirement?
This is not a happy post, but it’s also the reality for a lot of people so I think it is
Everyone Worries About Money, Even The Wealthy
Here’s a refreshingly blunt quote from Scott Galloway’s article Yay Capitalism via It Is Always About The Money via Abnormal Returns:
Vanguard 10-Year Expected Asset Class Returns (2018)
I was surprised to read the NY Times article Vanguard Warns of Worsening Odds for the Economy and Markets. Everything is
Zero to $1 Million in 14 Years: Maxing Out 401k and IRAs from 2004-2017
Like many others, I had a vague goal of $1 million net worth in my 20s. It’s easy to find a
My Money Blog Portfolio Asset Allocation, July 2018
Here’s my quarterly portfolio update for Q2 2018. These are my real-world holdings and includes 401k/403b/IRAs and taxable brokerage accounts but
Vanguard How America Saves 2018: How Does Your 401k Compare?
Vanguard recently released How America Saves 2018 report [PDF], which looks at the nearly 5 million 401k, 403b, and other defined-contribution
Retirement: Start Saving Regularly, Even If You Start Small
T. Rowe Price has a brochure The Benefit of Saving Regularly For Retirement [pdf] which has the common advice that you
Reminder: Don’t Put Too Much Employer Stock Into Your 401(k)
Every time a large corporation stumbles, you will see something along these lines: Having Too Much Employer Stock in Your 401(k)
Social Security Trust Fund: Income vs. Expenses
You may have read recently that the Social Security Trust Fund is starting to shrink, and that it is projected to
Retirement Nest Egg Calculators: Running Out of Money vs. Running Out of Time
If you have researched retirement at all (early or otherwise), you’ve probably ran across various retirement calculators online. You input how