September 30, 2022September 30, 2022 Alison

Reviewing the Retirement Planning Guidebook, Part 1 – RISA Profiles and the Funded Ratio

August 25, 2022 Alison

The New Inflation Reduction Act Gives Us a 3 Year ACA Crystal Ball!

May 16, 2022May 16, 2022 Alison

Is 2022 the Year of I-Bonds for You?

April 2, 2022April 2, 2022 Alison

Allocation Strategies (Part 5: Allocation and Rebalancing)

January 1, 2022December 31, 2021 Alison

Getting Grounded in 2021, Our Year in Review

November 15, 2021April 2, 2022 Alison

Allocation Strategies (Part 4: Tax Efficient Fund Placement)

October 5, 2021March 31, 2022 Alison

Allocation Strategies (Part 3: Buckets for Withdrawals)

September 13, 2021March 31, 2022 Alison

Allocation Strategies (Part 2: Picking Your Equity to Bond Ratio)

July 15, 2021April 2, 2022 Alison

Allocation Strategies (Part 1: Money Jobs and Budgeting)

March 12, 2021April 10, 2021 Alison

New and Improved! The AOC Simpli-FI-ed Calculator V3

December 4, 2020 Alison

Personal musings after reading “The Psychology of Money,” by Morgan Housel

November 19, 2020March 12, 2021 Alison

The AOC Simpli-FI-ed Calculator V1

July 6, 2020January 3, 2021 Alison

Midyear Money Thoughts – The ACA vs Roth Conversion Conundrum

April 23, 2020January 7, 2021 Alison

Don’t Let Market Downturns Take YOU Down

March 8, 2020February 7, 2021 Alison

What’s Your Why for FI?

March 3, 2020August 3, 2020 Alison

Emergency Medical Care on the Road

February 11, 2020August 3, 2020 Alison

2019 Portfolio Report

February 5, 2020August 3, 2020 Alison

2019 Spending Report – year 1 of retirement and full-time travel

December 30, 2019August 3, 2020 Alison

Case Study: The Wannabe Retiree

December 13, 2019February 7, 2021 Alison

Home is More Than Just Housing

November 17, 2019August 1, 2022 Alison

That Chautauqua Retreat Really Got Me Thinking

October 19, 2019June 23, 2020 Alison

What’s the Difference Between Being Stranded and Sheltering in Place?

October 5, 2019August 3, 2020 Alison

Q3 Update – Geoarbitrage 2019

August 25, 2019June 23, 2020 Alison

This Just Hit Me – Life After Retirement

August 22, 2019February 7, 2021 Alison

Avoiding the RMD Cliff