DIY Investing for Financial Independence

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M1 Finance Review 2024: A Top Broker for Long-Term Investors

M1 Finance Review 2024: A Top Broker for Long-Term Investors

I’ve been investing on the M1 Finance platform since 2017. I was attracted by the intuitive way investors can design their ideal portfolio first and then fund it over time.  This method differs from the traditional way of investing excess cash flow — buying individual holdings every month or so.  With M1 Finance, any time…

Managing Mom and Dad’s Money

Managing Mom and Dad’s Money

My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in retired teachers”. So he converted the 403(b) to an IRA, transferred his and my Mom’s IRAs to the advisor, and trusted him to manage their money for…

Financial Independence Number: Definition and How to Customize

Financial Independence Number: Definition and How to Customize

The financial independence number is a benchmark to determine retirement preparedness. It’s also known as the FI number.  Financial independence is achieved by: building enough passive income to cover annual expenses, or amassing a lump sum of enough savings and investments to cover living expenses through withdrawals, or a combination of #1 and #2. The financial independence…


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