Category: Updates

October Update// Entering The Home Stretch!

We’re not going to spend much time on the numbers. The graph speaks for itself. Things continue to look good, with assets as a multiple of our annual spending up from 21.39 to 21.90 over the past month. The Final Month of Work As long time readers know, I quit my job back in late […]

September Update//The Transition To Our F.I.R.E. Plan

Our numbers again are looking very good. Our assets as a multiple of our expenses jumped from 20.6x to 21.4x in just the past month. On the asset side, we are up 1.8% for the month, due to several factors. We continue to see strong performances from most asset classes in our portfolio. I also […]

August Update// Mixing The Math and Emotion Of Retirement Planning

Continuing Upward Our chart took another small tick upward this month. Investment values rose .91%. Expenses were very consistent as we spent $30 less than we did last August. Add it up and our assets as a multiple of annual spending improved from 20.2X to 20.6X. As projected earlier in the year, our month to […]

July Update//Achieving Our Goals and Managing Our Fears

After a few months of flirting with it, we finally crossed the line of having investments exceed 20X our current annual spending. This was our original goal. We achieved it three months after our original target financial independence day. Our initial reaction was excitement and joy. Then we started thinking a bit about what these […]

June Update//We Spent 6-Figures On Our Vacation!

Well it was a crazy month for us. We’re going to skip the usual introduction to the update with graphs because nothing much changed. We spent a little bit more than usual which was balanced out by continued investment contributions and gains taking our investment values as a multiple of annual spending from 19.67 down […]

May Update//Revisiting Our Financial Independence Day

So Close! Our investments as a multiple of our annual spending number continues to creep up. We reached another all time high this month at 19.7X up from 19.4X last month. The asset side of the equation continues to be bolstered by the ongoing bull market and automated monthly contributions, pushing asset values up 1.7%. On […]

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