Why Pursue Financial Freedom: Fulfilling Retirement Activity vs. Ideal Job

How to Retire Happy, Wild, and Free by Ernie Zelinski continues to offer smart observations on retirement. For example, when people are working, their idea of leisure is often passive: watching TV, listening to music, shopping, or eating at … [Read the rest]

Free National Emerald Club Executive Membership

(Update 2018: Here is a new alternative sign-up link that should give you instant Emerald Executive Club status at National. I'm not sure if my previous link below still works, but it did as of March 2018 according to the comments. More details … [Read the rest]

eBay: Spend $150+, Get Free Google Home Mini ($49 Value)

Google is offering eBay customers who spend $150+ in eligible items a free Google Home Mini ($49 retail). Eligible items exclude items from the Coins & Paper Money, Gift Cards & Coupons, and Real Estate categories. Expires 5/20/18 or while … [Read the rest]

Here Are 11 Reasons We Have An Umbrella Liability Insurance Policy

Personal Umbrella Insurance is additional liability insurance, designed to pay out when your existing auto and homeowner's/renter's insurance policies are exhausted. For example, you may only have $300,000 in liability coverage on your car … [Read the rest]

The Business Platinum Card from American Express: 100,000 Point Limited-Time Offer

The Business Platinum Card® from American Express OPEN is the premium AmEx business card with a variety of perks, including the best airline lounge access program (American Express now has their own Centurion lounges too). Right now, they are … [Read the rest]

Urbanr: Pay Rent With Credit Card – 1.5% Transaction Fee

Urbanr is an apartment rental website that allows renters to pay rent to landlords using a credit card. Urbanr accepts all Visa, MasterCard, and Discover credit and debit cards. The 1.5% transaction fee can be paid by renter, paid by the owner, or … [Read the rest]

Principles by Ray Dalio – YouTube Summary For Short Attention Spans

Principles: Life and Work by Ray Dalio is a bestselling book by the billionaire investor and founder of Bridgewater Associates. The book outlines both his personal development and investment philosophies and has been on my reading list for a … [Read the rest]

Auto Insurance: How Much Will An Accident Claim Increase Your Premium?

Here's an infographic from HowMuch.net that charts how much your annual auto insurance premium will go up after just one claim: Auto insurance companies portray themselves as friendly and forgiving in television commercials, but they are less … [Read the rest]

Non-Financial Retirement Planning: List 10 Retired Activities

Ever notice that every book on "How to Retire" is really just about how to accumulate a big pile of money? I'm currently in the middle of How to Retire Happy, Wild, and Free by Ernie Zelinski, which contains absolutely nothing about mutual funds, … [Read the rest]

Berkshire Hathaway Shareholder Meeting Full Videos, Transcripts, and Podcasts

Fully updated for 2018 with new sources. Berkshire Hathaway's Annual Shareholder Meetings are held in Omaha, Nebraska every May. Although most of my portfolio is in a diversified mix of index funds, I also own individual shares of Berkshire … [Read the rest]

Completed Sample IRS Form 709 Gift Tax Return for 529 Superfunding / Front-Loading

Updated for 2018. Let's say you are fortunate enough to be able to make a large contribution to a 529 college savings plan, perhaps for your children or grandchildren. You read from multiple sources that you are able to contribute up to $75,000 at … [Read the rest]

Marriott Rewards Premier Plus Card: New 100,000 Point Bonus

The new Marriott Rewards Premier Plus Credit Card is now available from Chase and the newly-merged Marriott/Starwood/Ritz-Carlton rewards program. They are launching with a limited-time offer of 100,000 Marriott Rewards points after spending $5,000 … [Read the rest]