The Elixir of the Payroll-Tax Cap and Other Social Security Myths

Excellent analysis of Social Security – the problem, the fixes, and the dug-in political stupidity.
Escape Velocity: The Real Reason We Save for Retirement

Determine your heart’s desire… then do whatever it takes that enables you to live the dream.
Six-Chart Sunday – America at 50, 100, 150, 200 & 250

Very interesting. America… a comparison in 50-year increments.
An OpenAI Model Escaped Its Sandbox and Hacked Hugging Face

Oh my. This can’t be a good thing.
A Hierarchy Of The Value A Financial Advisor Provides

Is there value in getting financial advice? “comprehensive planners help clients achieve improved financial outcomes.”
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Whatever your age, if you seek financial independence, then there are three things you need:
1. Your independence number
2. A resilient “all-weather” portfolio – what we call a Mindful Portfolio
3. A responsive withdrawal process – what we call Mindful Management
If you are not clear about any of these items, I hope you will join us for our Financial Independence Bootcamp where we will answer each of these questions together.
Always reading, always learning, Jonathan hand-selects these articles for readers each week. To view Jonathan’s curated articles from previous weeks, CLICK HERE.





