A Review Of Lively: My HSA Provider

When I first heard of tax-advantaged investment accounts, they sounded too good to be true. My thoughts included, “What do you mean I can put money into a Traditional IRA without paying taxes on it first?” and, “What do you mean I can take money out of a Roth IRA without paying taxes on the backend?” This class of investments sounded like some kind of dark magic. Continue reading “A Review Of Lively: My HSA Provider”

Early Retirement Month 1: Ask Me Anything

I love answering y’alls burning questions so I put out the call on Twitter and Instagram to see what inquiries you had for me to answer while celebrating my first month of retirement! Continue reading “Early Retirement Month 1: Ask Me Anything”

3 Months To Retirement: Are My Global Travel Plans Changing?

Short Answer: Maybe. Buckle up for the much longer answer. My original plan for this year was to move out of our apartment when our lease is up in July and stay in 2 monthly AirBnBs in Seattle. Then I would quit my job in September and go to FinCon (which I will no longer be attending because of the founder’s behavior here, here and here). Lastly, I was planning to fly to Australia and New Zealand. Continue reading “3 Months To Retirement: Are My Global Travel Plans Changing?”

4 Months To Retirement: Trying To Find Silver Linings In A Pandemic

We’re on Week 10 of quarantine in Seattle. Our first stay-at-home order extension was set to end yesterday, but unsurprisingly has been extended to May 31st (at least). So as I mentally prepare to see only my partner for a total of at least 3.5 months (even serious introverts have their limits…), I’ve been reflecting on the possible improvements to our world that could stem from this pandemic. Continue reading “4 Months To Retirement: Trying To Find Silver Linings In A Pandemic”