Tax Refunds and Stress Tests: An Early Retirement Milestone

Right in the middle of making popcorn one evening last week the phone rang. A perfect example of snack interruptus. As I continue to mend from a recent surgery, snacks are pretty much the only excitement I have at the moment. The call was from our accountant and her timing couldn't have been worse. The new season of "Humans" was just about to start, and I …

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The Price of Success

I no sooner wrote my previous posting about looking forward to a tax refund, then I was greeted 24 hours later with news from our accountant.  It appears that my lovely wife's 2014 income far exceeded the good accountant's "conservative" expectations for estimated taxes she paid, and we now have a sizable tax bill owed to Uncle …

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