We retirees want to spend to ENJOY retirement, but we are governed as to how much is safe to spend by our over-riding concern: DON’T RUN OUT OF MONEY. Nest Egg Care (NEC) argues that you start your plan by choosing a number

I added a January task to my annual work plan for our financial retirement plan. I display in this post the information I gathered on 1) 2021 tax brackets for Ordinary Income and 2) important income tripwires on a 2021 tax return that can be

If you look at a portfolio structured by a financial advisor, it will have MANY different securities. For example, Patti and I own one security for US Total Stocks (FSKAX), but most financial advisors will have at least six securities for US stocks. Why is

I like looking at the Vanguard Style Box (I call it a Nine Box.) at the end of the year to get a snapshot of what outperformed and what underperformed the US stock market as a whole. This post shows 2020 results. Large-Cap Growth again