Moneyanatomy - personal finance blog

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Monday, January 15, 2018

Challenge "cash flow" update 2017

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Challenge "cash flow" update 2017 For the year 2017 the overall investment income (realized gains, dividends and interes...
Tuesday, December 5, 2017

Update on how much do I need to stop worrying

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While I was working on organizing my non-probatable assets, I read few personal finance blogs. All say about the same: Trinity study...
Monday, November 20, 2017

Working on non-probatable assets

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After writing the last post end of last month about making all my assets non-probatable , I am still working on it.  Some of the ac...
Friday, October 27, 2017

Autopay - when is it useful?

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As part of preparation for some of the adverse life events (such as death or incapacitation) I posted an article  with a plan which describe...

Do I need a trust? Are there other ways to avoid probate?

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As you can see from the previous post  I am in the process of organizing everything so that in case of death there is a plan instead of a co...

Planning for AFTER retirement - do I need to do anything?

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Planning for retirement takes time. What about planning for after that?  Or what about if you die even before you get a chance to ...
3 comments:
Tuesday, October 17, 2017

Should I freeze my credit? Or will fraud alert be enough?

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Have you tried to put a Fraud Alert on Equifax, Experian or TransUnion?  You can put the Fraud Alert with only one of the agencies and ...
Thursday, October 12, 2017

Challenge "Magic number"

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There are many nice blogs by physicians who set as their goal to retire early from their medical carriers.   I do have a family his...

Recalculation of "How much do I need to stop worrying" - now it looks much better and simpler.

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I am not a political person but t his week I attended a meeting with Congressman Phil Roe as a key note speaker. One of the things he talked...

Challenge 102 - Can I beat my granduncle?

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As I mentioned before my granduncle is 102 years old.  I want to at least become as old as he and I want to beat him.  I will celeb...
Monday, October 9, 2017

Challenge "cash flow" - why?

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Why do I want this challenge? The most common advise is to do " indexing ". That means to invest long term in an exchange t...
1 comment:

Rules of 72, 114 and 144

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Conservative estimates of 1% per year  for returns of my investments are really very conservative. I am sure they are not realistic, in a go...
Thursday, September 28, 2017

What to do after you maxed out all tax advantaged opportunities?

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After I maxed out all tax advantaged options, there is nothing else left for me then to open a taxable investments account. What taxes wo...

What is "Indexing"?

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Indexing is a passive long term investment strategy. Indexing can be achieved with mutual funds or exchange traded funds (ETFs) which clo...
Wednesday, September 27, 2017

How long is the list of tax advantaged retirement savings options?

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The tax advantaged options are very few:  401k (and similar plans like  403(b), 457 and SEP), IRA s and HSA . HSA is a special case: it ...