Search results

I had mitral valve prolapse but luckily it was able to be repaired. There is an excellent website and book named Heart Valve Surgery by Adam Pick that are great resources. Here is the link: https://www.heart-valve-surgery.com/about-adam-pick-author-heart-valve.php. The information on the...

I had a similar situation. We sold a rental property in 2020 and so our income was super high that year (plus lots of taxes!). Then, I retired in 2021 and so my income was much lower that year. "Stop Working" is one of the allowable exemptions and so I submitted form SSA-44 and requested they...

There is a book called Nest Egg Care by Tom Canfield that covers a methodology on how to maximize your withdrawals. His book is referenced on the FIRECalc website under the Resource tab. It has some helpful information on how to deal with all the unknowns (e.g., longevity, market returns...

I have been using Schwab for over 30 years and also have an account with Fidelity. I really like the customer service with Schwab. A couple of the features that work especially well are their Donor Advised Fund and international banking (i.e., being able to do international transfers). I only...

We moved to Seattle about ~5 years ago and really enjoy it. The medical and dental care is very good with many options. I have heard about the Tulip festival you mentioned but have not made it there yet. In general there are many types of events happening all year round. If you like boating...

Yes, here is a link: https://sunshinecoastcanada.com/

We love traveling to the Sunshine Coast. We recently did a couple short trips and ArriveCAN was required at the border. On the way home we used our Global Entry card which worked really well (virtually no line or wait).

Thanks for your insights and I completely understand - it is just a potential resource and is not for everyone. I was already doing many of the things in the book but it did provide some very useful insights and helped me to develop a much stronger plan. By using some of the tips, and applying...

There is a good book "How to Engineer Your Layoff" by Sam Dogen (aka The Financial Samurai). It includes many checklists and strategies for the time period that leads up to leaving a career or job. Some of the things covered might not apply but others will or will at least give you ideas for...

Here are the amounts I was quoted from State Farm for umbrella annual premiums: $1M = $129; $3M = $306; $5M = $432; $6M = $832.

My reply is regarding your comment: "isn't there another plan, like a spend down plan and enjoy the assets slowly?" The answer is yes, there is. On the FireCalc website there is a reference to a book named Nest Egg Care by Tom Canfield. In this book, the author outlines and approach for how to...

I am just seeing this post now and so thought I would respond. I am reading that book. He provides some excellent information and tools to help with calculating a safe spending amount in retirement. One of the key principles is how to "enjoy more now". He also does a blog that has a lot of...

On the FireCalc's website under Resources it mentions a book Nest Egg Care by Tom Canfield (below is an excerpt). His book is a great resource and has many excellent ideas. Something to consider for your own spreadsheet. A Masters Thesis on FIRECalc? If FIRECalc is the tool that lets you do a...

Thanks for the info on Full View. I am going to take a look at that. I have been using Mint for tracking categories and then download the data to MS Access. One thing I really like with Access is being able to print PDF reports.