Superb companies They must eat their own cooking This is a revised version of a post first published October 30, 2021. I was stimulated to write this revision when I was reading the annual report of a company I’ve owned shares in for some ten years. The controlling family holds 95% of voting rights and I hold none. I’ve done well. See >>>Revision below. Investors should educate themselves about dual-class shares. In this post I’ll […]

“What should I do with a cash lump sum?” For most people, this could be an inheritance, bonus or other windfall. But recently I had the fun challenge of discussing this with an owner whose business had just been through a partial sale to private equity. So they were sitting on a cash pile larger […]

See how we earned a whopping $11K+ in bank bonuses, read how our baby prep continues, and come vote for a nature conservation charity we’ll donate to! Continue reading Huge Investment Bonuses & Home Repair (Mar. 2026) at TicTocLife.

There’s a story behind this story, but I’m going to save “That Story” until the PS at the end (don’t miss it, it’s golden). With that disclaimer, let’s get started. A long time ago (2017, to be exact), I came across an article about how to become a 401(k) millionaire. Soon after I read it, someone who knew that I had achieved the same “401(k) Millionaire” milestone asked me to write my story as a […]

We’ve been discussing passkeys a fair bit here in recent weeks, and by coincidence last week the UK’s National Cyber Security Centre released a new paper and guidance on the topic. General guidance document: Passkeys: what you need to know Press release: NCSC: Leave passwords in the past – passkeys are the future Technical paper: Comparing the security properties of traditional user credentials and FIDO2 credentials for personal use Below are a handful of quotes from the […]

🎙️ Episode #485 – I let AI analyze a rental deal and it almost fooled me. Here’s the critical mistake it missed and why assumptions… The post I Let AI Analyze a Rental Deal… It Missed This! appeared first on Coach Carson.

Vanguard has a new article 50 years. 50 facts. Indexing since 1976. with some interesting bits for investing enthusiasts. I feel like younger folks simply know index investing as the default for essentially every single 401k plan out there. Most own index funds without even thinking about it. However, 50 years ago, it was called “Bogle’s Folly” when a young Jack Bogle went against Wall Street and introduced his index fund to everyday people. Even […]

In this week’s stock market outlook, Joel Wenger examines the current market trend, price performance, and headline risks.

In a financial environment marked by unpredictability and change, investors are searching for assets that promise long-term stability. Among these, precious metals, including gold, silver, platinum, and palladium, stand out as dependable means of preserving wealth. Their appeal is not just rooted in tradition but in their proven ability to perform during both economic growth and uncertainty. Whether you are a seasoned investor or new to the world of alternative assets, working with trusted partners […]

Image Source: Shutterstock If you’ve ever looked at your dual income and wondered, “Are we actually closer to early retirement than we think?”—you’re not alone. More DINK (dual income, no kids) couples are discovering that dividend stocks can quietly transform steady paychecks into long-term passive income. Instead of relying solely on savings or risky growth plays, they’re building income streams that pay them month after month—even before retirement officially begins. With rising living costs and […]

The post The Dividend Aristocrats 2026: A Must Read Guide appeared first on Dividend Power. The Dividend Aristocrats 2026 are U.S. stocks that have increased their dividend for 25+ years. However, this factor alone does not qualify a stock as a Dividend Aristocrat. To be included on the list, a company must meet five criteria. Be a member of the S&P 500 Index Have raised the regular dividend per share for at least 25 consecutive […]

When you first start putting money into the stock market, your investment accounts may not seem to be that valuable. But over time, those accounts may very well be the lifeblood of your entire financial life. That’s the case for us nowadays. We’ve been fortunate enough to build up a solid net worth over the years that now funds our early retirement. That’s all well and good, but that makes it a little scarier that […]

Background The mega backdoor Roth is one of the most powerful tax maneuvers available to someone whose 401(k) plan allows after-tax contributions and in-service withdrawals. The basic idea is straightforward: you contribute after-tax dollars to your 401(k), then move that money into a Roth IRA, where it grows tax-free forever. No income limits. No conversion drama. What most skip over is what happens when your after-tax bucket has been sitting long enough to accumulate investment gains. At that point you… Read More Read More The post The Mega Backdoor Roth When Your After-Tax 401(k) Has Gains appeared first on A JOURNEY TO FI.