• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer
The Military Guide Logo

Military Guide

The Military Guide To Financial Independence

  • Start Here!
    • About The Military Guide
    • Interviews & Podcasts
    • About the Book – The Military Guide To Financial Independence & Retirement
    • About the Book – Raising Your Money-Savvy Family
  • Military & Veterans Benefits
    • Military Pay
    • VA Disability Benefits
    • VA Loans
  • Career
    • Education
    • Entrepreneurship
    • Federal Civil Service
    • Military Career
  • Military Life
    • Military Family – Spouses & Dependents
    • Sea Stories
  • Insurance
    • Auto
    • Dental
    • SGLI & Life Insurance
    • Tricare & Health Insurance
  • Money
    • Military Discounts
    • Credit & Debt
    • Mortgage & Real Estate
    • USAA
  • Retirement
    • Blended Retirement System
    • Guard & Reserve Retirement
    • Retirement Calculators
You are here: Home / Archives for Money Management & Personal Finance / Investing

Investing

Reader story: “How I Bumbled Into Financial Independence” (part 2)

Author: Doug Nordman Last Updated: January 14, 2021 1 Comment

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

[This post is brought to you by my cousin Ross!  If you're interested in contributing at The-Military-Guide.com, please see our posting guidelines.] [For those who haven't seen it yet, here's the link to Ross's first post in this series.]       Our net worth is what?!? I thought to myself. I knew my relationship with … [Read more...] about Reader story: “How I Bumbled Into Financial Independence” (part 2)

Reader story: “How I Bumbled Into Financial Independence”

Author: Doug Nordman Last Updated: January 12, 2021 1 Comment

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

[This post is brought to you by my cousin Ross!  If you're interested in contributing at The-Military-Guide.com, please see our posting guidelines.]   I knew I had a spending problem after I contemplated purchasing a new TV to avoid the hassle of calling the warranty department for a six month old set that was on the fritz. The whole … [Read more...] about Reader story: “How I Bumbled Into Financial Independence”

Contribution Limits of the Thrift Savings Plan + 401(k) + IRA = ?!?

Author: Doug Nordman Last Updated: November 4, 2020 8 Comments

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

A reader asks: I'm in the Reserves and I also have a full-time job with a 401(k) and employer match benefits. I believe the max I can contribute between my 401k, employer match, AND the TSP that is tax deductible is $19,500. Beyond that number, any contributions from myself, my employer, or via the TSP are all after-tax dollars, and I cannot … [Read more...] about Contribution Limits of the Thrift Savings Plan + 401(k) + IRA = ?!?

“I’m 59.5 Years Old And Done Writing About *My* Money”

Author: Doug Nordman Last Updated: August 31, 2020 18 Comments

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

We’re aging out. As many of you know from your research, 59.5 is the minimum age for starting optional withdrawals from an IRA. Nearly everyone worries about how they’ll tap their IRA for living expenses when they reach financial independence before 59.5.  (Although there are many penalty-free exceptions to this tax law.) I hit that dubious age … [Read more...] about “I’m 59.5 Years Old And Done Writing About *My* Money”

From The Mail Buoy: Hawaii Investment Rental Properties

Author: Doug Nordman Last Updated: April 26, 2020 2 Comments

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

  A reader writes: Hello Doug. I really enjoyed your interviews and what you have to say about how you got to where you are now. I am looking into financial independence as well. I had a late start, so I feel it’s going to take a while for me to get there, and it may not even be early retirement by then. The reason I am contacting you is … [Read more...] about From The Mail Buoy: Hawaii Investment Rental Properties

USAA, Victory Capital, And Schwab: Now What?!?

Author: Doug Nordman Last Updated: April 15, 2020 90 Comments

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

    USAA has sold its investment businesses to Victory Capital and Schwab.  Let's analyze how that's going to affect your plans for financial independence. The sale of the Asset Management Company includes USAA’s mutual funds, exchange-traded funds, and 529 accounts. It closed in 2019 and Victory expects to finish moving the … [Read more...] about USAA, Victory Capital, And Schwab: Now What?!?

Fear And Despair In The Time Of Bear Markets

Author: Doug Nordman Last Updated: August 31, 2020 Leave a Comment

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

Let’s discuss your plan for getting through a bear market and reaching financial independence. If you don’t have a plan, then by the end of this post you’ll know how to craft one. You’ll feel good about taking action and you’ll sleep better at night. You’ll cope with these situations every 5-10 years during all phases of your very long life. … [Read more...] about Fear And Despair In The Time Of Bear Markets

The 1980s-2000s: How I Wish I’d Invested Back Then

Author: Doug Nordman Last Updated: April 30, 2019 12 Comments

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

My spouse and I were not brilliant investors. We made the typical dumb mistakes of our 20s and 30s and we paid ridiculously large fees along the way to financial independence, but a high savings rate overcame all of those errors. Your FI journey will be better (and cheaper!) than ours, but the math is the same. Focus on the factors within your … [Read more...] about The 1980s-2000s: How I Wish I’d Invested Back Then

“How the FINRA Foundation Military Spouse AFC® Fellowship (and Fate) Found Me”

Author: Doug Nordman Last Updated: March 14, 2019 Leave a Comment

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

    [This post is brought to you by Alecia D. Blair, M.S., AFC®. If you're interested in contributing at The-Military-Guide.com, please see our posting guidelines.]     About six months after having my second child I found myself eager to return to work. It was summer in beautiful Upstate New York. Fort Drum, … [Read more...] about “How the FINRA Foundation Military Spouse AFC® Fellowship (and Fate) Found Me”

Good News! How Our Nords Family Financial Independence Life Will Change In 2019

Author: Doug Nordman Last Updated: January 27, 2019 10 Comments

Advertiser Disclosure: Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any other entity. This site may be compensated through the advertiser Affiliate Program. For more information, please see our Advertising Policy.

2018 was quite the turbulent year for the financial independence crowd, and it’s just going to get busier in 2019. Let me cover a few highlights from last year and then give a personal update. I’m here to reassure you that financial independence is sustainable and life is good.  At the end of the post, I’ll share a few more personal details from … [Read more...] about Good News! How Our Nords Family Financial Independence Life Will Change In 2019

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 9
  • Go to Next Page »

Primary Sidebar

About The Site

We're military veterans, not financial advisors. We're sharing what we've learned and paying it forward – but you have to make your own decisions.

What worked for us will probably work for you, but unfortunately we can’t guarantee it. Let us know if something’s not working for you, and we’ll try to figure out a better way... Continue Reading...

Contact Us | Privacy Policy

The Military Guide

Site Topics by Category

Recent Posts

  • Reader story: “How I Bumbled Into Financial Independence” (part 2)
  • Reader story: “How I Bumbled Into Financial Independence”
  • 2021 VA Disability Compensation Rates – Updated Veterans Compensation Benefits Rate Tables
  • Financial Caregiving: Are You Ready?
  • 2020 Veterans Day Free Meals & Discounts

Footer

Important Links

  • About The Site
  • About the Book
  • Interviews & Book Reviews
  • Contact me
  • Advertise With Us
  • How We Make Money
  • FTC Mandatory Disclosures
  • Privacy Policy
  • Archives

About The Military Guide

We’re military veterans, not financial advisors. We’re trying to share what we’ve learned and to pay it forward – but you have to make your own decisions.

What worked for us will probably work for you, but unfortunately, we can’t guarantee it. Let us know if something’s not working for you, and we’ll try to figure out a better way… Continue Reading…

Buy the Book!

the-military-guide-financial-independence-early-retirement

Copyright © 2021 The Military Guide. All rights reserved.
Disclaimer: This is a privately owned website and is not affiliated with the U.S. government, Department of Defense, Department of Veterans Affairs, or any other government agency. The content on this website is for informational and entertainment purposes only and should not be considered professional financial advice.