Photo by anvesh baru If you are surprised to see two “case study” posts from me in a row, your reaction is no more than my own. For the last one it could be charged that I succumbed to flattery and bribery in taking it on. No case to be made for that here, as… [Continue Reading]

Photo courtesy of Van Trapp Farmstead It has been a long time since we’ve done a Case Study around here, but recently I responded to an email that feels like a good one to share with you. It reflects an interesting dilemma and it allows me to, mildly at least, suggest something I have never… [Continue Reading]

Cinque Terre “Impossible!” That’s one of the less ugly responses you can expect from the typical American if you are bold enough to suggest that financial independence (FI) and early retirement is a realistic goal. Push a little further and you might get a grudging: “Well maybe. If you lead a perfectly smooth life and… [Continue Reading]

The Stock Series here is designed to slice thru the Gordian Knot of investing. To debunk the idea that investing is too complex for mere mortals and to dispel the fear surrounding it and our financial security. Routinely, I hear from people who lament “I’m 32. If only I’d discovered your blog when I was 22.” “I’m… [Continue Reading]

When Tom’s comment/question showed up February 5, 2015 in Ask jlcollinsnh it immediately captured my imagination as a potential Case Study, mostly because it offered something different. He has arrived at a crossroad. On the surface it was just a couple of simple questions. What retirement accounts to use? Can they be accessed before age 59.5?… [Continue Reading]

Each year I have the privilege of joining ~25 readers for a week in Ecuador at our now annual Chautauqua event. During the week I get to meet one-on-one with several of these folks to privately discuss their situations and to answer their questions. Cheryl, the owner of Above the Clouds Retreats, once said to… [Continue Reading]