Category: Planning

February Update//Movin’ On Up and Random Shout Outs

Well that graph is finally looking better. Our numbers were buoyed by a combination of a big spending reduction as compared to last February and a continued run on stocks sending our asset values on a continued upward trajectory. Last month our assets increased by 3.45%. Simultaneously, our annual expenses dropped by 4.3%. Add it […]

Why We’re Happy We Didn’t Achieve Our Goal

As 2017 rolls in, many people talk of resolutions and goals for the new year. There is also a lot of reflection on the year that was. Our primary goal when starting this blog was achieving financial independence and retiring early. We defined this as achieving assets valued at 20-25X our annual spending by May […]

October Update // Starting the Transition to FIRE

Back On The Roller Coaster After hitting our high point for the year last month, the graph took a dip this month. On the investment side, nothing was pretty. The only asset class that we hold that went up in value was emerging markets (↑.67%), while everything else we own took a hit, most notably […]

September Update

A Good Month (In Many Ways) September was a great month! The weather is turning cooler and the days are getting shorter. While we will miss our summer pool time with little EE and extended hours of daylight after our workdays, the fall is our favorite time of the year in the northeast. There is […]

August Update

A Whole Lot of Nothing After a nice spike up last month, our investments as a multiple of annual spending dropped a bit from 16.0 to 15.4X over the past month. There is not much to report for the month. Investments were up .63%, driven mostly by our automated monthly contributions. Markets were pretty flat. […]

Why We Say No To Robo-Advisers

Last week,my dad brought the most recent issue of Consumer Reports with an article about investing to my attention (I’ve created a monster!). The article focuses on “The Rise of the Robo-Adviser”.  My dad wanted my opinion on whether a robo-adviser is better than what we are doing with Vanguard. As is their reputation, Consumer […]

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