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I often struggle to find the right balance between automation and manual work. As it is tax time, and Chase bank only gives you 90 days of statements, I find myself every year going back through our statements to find any business expenses and do our overall financial review for Continue Reading
It is not easy to quickly decipher military pay tables for us IMAs. In order to do some recent financial planning, I had to calculate my pay. I’m an O-4 with between 14 and 16 years of service. Here is what I did. IDTs You can find the official military Continue Reading
Chrissy and I review our spending on a quarterly basis. Updating every 90 days isn’t too long to correct mistakes and remember purchases, but it also allows for the busy multi-week sprints that life presents us. While we have used every financial management program available, I’ve found the most straightforward Continue Reading
My wife and I have been through roughly 10-15 different budget/financial tracking systems. We started with every penny in MS Money, used several different spreadsheets, spent several years in Mint and have pretty much dropped all of that for a top-down strategy that has us budgeting savings, non-discretionary spending, and Continue Reading
My previous post on TelexFree was the result of a quick spreadsheet model that assumed a geometric growth rate that was uniformly assumed for all members. On a recent flight, I built an object oriented model in MATLAB to more realistically show how telex works. This is a really fascinating Continue Reading
Ever wonder why fund managers can’t beat the S&P 500? ‘Cause they’re sheep — and the sheep get slaughtered. I been in the business since ’69. Most of these high paid MBAs from Harvard never make it. You need a system, discipline, good people, no deal junkies, no toreadores, the Continue Reading