Personal Finance Tips

This is mostly an empty outline... I'll be filling in details as I go.

My Intro to Personal Finance and Investing (more a backstory on how I got here, rather than an actual intro to the topic)

Investing

  • Brokerage selection
    • Fidelity / Vanguard
    • Loyal3
    • Motif Investing
    • Personal Capital

  • Asset Allocation

  • Tax sheltered accounts - 401k

    • Roth vs Traditional
    • Roth Conversion ladder
    • HSA
    • Charitable donation of equities

  • Resources & Books

FIRE

  • Mr Money Mustache
  • Go Curry Cracker
  • Mad FIentist

Taxes

Tools

  • Mint and Personal Capital
  • Spreadsheets
  • Credit Cards - getting a 2-6% discount on everything you buy
  • LastPass
  • Pandas / numpy