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Into the Financial Industry

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Health Insurance in Early Retirement

For people interested in early retirement, or even self-employment after leaving a more traditional job, health insurance is one of the trickiest obstacles to figure out. With the costs of healthcare, it’s absolutely critical to have coverage, but our current system was completely designed around employer sponsored plans, which makes things harder for people trying to go on their own.

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Let’s Make a Spending Plan!

Sometimes the way we talk about a topic makes all the difference. Recently I’ve heard a couple people refer to a ‘spending plan’ as an alternative to what we normally call budgeting. The word budget has a lot of baggage so framing it in a different way could potentially have benefits for how we think about it.

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Should You Take the New Job?

All of us go through different job changes throughout our working careers, some by choice and others that just happen as a result of something else. It could be different roles within the same company, changing companies in the same industry or making a total career change. Whatever the case may be, these changes can be full of stress and excitement, so it can be beneficial to take a step back and evaluate all the factors to consider before making the leap.

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Simplify Your (Financial) Life

I am a huge believer in simple solutions and trying to reduce complexity wherever it makes sense. Simplifying different aspects of your life has huge benefits for your mental energy and allows you to spend time where it matters.

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3 Things to Do Before Budgeting

Budgeting is never the most exciting topic, but it’s something everyone needs to consider because the way we spend money is the baseline for everything in our financial lives. The amount of money you spend is directly related to figuring out other important aspects of a financial plan, like how much to have in an emergency fund or the amount needed to fund a successful retirement.

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