Cwilcox140

Bitcoin-related holdings: MicroStrategy is a legacy software company that remade itself into the largest corporate holder of Bitcoin...

Here we go for July checkins. +18.58% YTD, inclusive of 4% annual spending, on a $1.72 million portfolio: 18% Bitcoin-related position...

I still like my haircut every two weeks and some of the chain barbers like Great Clips do a 10% discount. Take 5 oil change does 25%...

Lowes offers the same 10% discount as Home Depot.

The ones I've used the most are the 10% discount on Apple hardware and Home Depot purchases. And I recently ordered a Tesla with a...

I agree. If the app knows your route then it would be amazing if they showed you stops on the direction of travel instead of 3 miles...

Could set up a TIPS ladder with the projected 72t amounts and then invest the rest consistent with your AA to mitigate that risk?

Maybe move into more conservative investments since you are taking it sooner than later?

I would recommend running firecalc. A straight 4% withdrawal on your 3.3million would give you $132,000 ( if I did my math right!) for...

Age 32 (33 this year) and wife (29 and then 30 this year) 400k in cash investments [401k(s) + Roth IRA(s) + taxable account] 500k if I...

While I'm not an expert on 72t's, what happens if there is a downturn (substantial) & you are locked in to the 7+ years period? Are the...

Try Financial and Retirement Planning Software | Boldin formally NewRetirement. There is a free version but trial the paid planner plus...

I just checked the 2025 ACA rates and it’s quoting 790 on $150k for couple in my area. Seems low

That makes sense about the Roth conversions. Thanks

It's probably not optimal to claim SS at 62 for the spouse with the higher benefit. You need to know your numbers, so go to SSA.gov and...