Tag Archives: Retirement

IRA And 59 And A Half

I should’ve listened to my intuition, even back then. When I retired early at 38, I hesitated to roll my 401K into an IRA because I suspected the tax benefits might not materialize. I was right. As a few financial … Continue reading

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Tell A Story

We aren’t Vulcans, I suspect. (If any true Vulcans are reading this blog, WOW!) Facts, data, and logic may rule bank accounts and portfolio totals; but people are inspired by stories. I’ve heard a few stories about plans for careers … Continue reading

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Five Years From September 2016

The following post will be the straight line of a joke where we get to hear the punch line five years later. I’ve been lucky enough to be part of a conversation and series of meetings about the economic sustainability … Continue reading

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Marijuana And Experiments In Life

Marijuana has been available in Washington State for two years. Sales of recreational marijuana exceeded $1B in Washington State. That’s a celebration that celebrates itself. If champagne celebrated its anniversary, would it open a beer? Of course, not. Yet, marijuana … Continue reading

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Happy Working Birthday

Hurrah! I survived another year. Thursday was my birthday and I celebrated by working a day that was fuller than most. The fact that I was glad to be working surprised many people. I’m not surprised. For people in the … Continue reading

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Coiled Springs

I see so many coiled springs around me. On a sunny, hot, summer afternoon I met with one of my friends and clients. Their business has all the right stuff: talent, tools, experience, and a dedicated base of clients. They … Continue reading

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Another Early Boeing Pension

I officially signed up to be a Boeing pensioner, I think. Pensions may be something that has to be explained to young children in a generation or two. Maybe not. As of this week, years before I expected to begin … Continue reading

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My Money And My Life

Clear one hurdle and a new adventure embarks. From what I can tell, I’ve managed to keep my house, get an impressively modified mortgage, and built my business to the point that I can pay at least all my regular … Continue reading

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Stress Socks It To Myself

I did a silly thing. I put on my socks. That’s how I tweaked my back. That’s how I know I’ve been carrying too much stress for too long. A bit of stress is good. A lot of stress is … Continue reading

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Semi Annual Exercise Mid 2014

An encouraging characteristic of good habits, rituals, and regular exercises is that their descriptions and rationales don’t change. Welcome to my semi-annual review of my stocks, and an introduction that hasn’t changed much so copy and paste helps me balance … Continue reading

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