I just wrapped up our 2023 income tax returns after filing a last minute extension back in April. The extension was needed as we worked to wrap up the estate for Mrs. Dress Pockets's biological father. Final estate tax returns were filed in May and we received an estate K-1 to pass estate income through … Continue reading Taxes in July

I had two arbitrary early retirement number goals: 1) 401k balance of $1m and 2) HSA balance of $100k. I hit neither before cleaning out my office. But I understood with a hand wave market return of 10%, some time, and zero withdrawals that I would get there in a year or two. Turns out … Continue reading Coast FIRE