Financial Planning

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Guides and articles on FIRE strategies, retirement planning, net worth projections, and building wealth. Practical insights to help you make informed financial decisions.

Am I Coast FIRE? A One-Minute Check

A one-minute Coast FIRE check: full FIRE number, years to target, a return you can defend, then the Coast FIRE calculator (or zero contributions on a projection). Optional Teacher Coast FIRE sample.

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Years to FI: What a Higher Savings Rate Actually Buys You

A higher savings rate shortens years to FI two ways: more invested each month and often a smaller spend target. Dual-income sample math—not a slogan chart.

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What Does an 85% Chance of Success Actually Mean?

An 85% Monte Carlo success rate is a count of model paths, not a promise. Fixed 7% vs a fan of paths, why ~80–90% is common, why 100% is often too stingy.

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What Is My FIRE Number? The 25× Math (and When You Need More)

Your FIRE number is annual spending ÷ SWR — 25× at 4%, ~28.6× at 3.5%, ~33× at 3%. Identity math, a $40k example, and how savings rate shortens years to FI.

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How Long Will My Money Last? Runway, Withdrawals, and Why Averages Lie

How long will my money last in retirement? A smooth 7% line can look fine while an early crash shortens the runway. Open a 40-year sample, then stress-test it.

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Lean FIRE vs Fat FIRE: Same Calculator, Two Spend Levels

Lean FIRE vs Fat FIRE is about how much you spend — not whether you keep working after a savings milestone. Run the same FIRE calculator at two expense levels and see both stash sizes.

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Parametric vs Historical Monte Carlo: Which Simulation Should You Use?

Two retirement calculators can both say "Monte Carlo" and still be doing different jobs. One draws random yearly returns from a statistical curve. The other replays actual historical market sequences. Neither is objectively better. This article explains the difference so you pick the method that matches the question you're asking.

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Sequence of Returns: Why a Crash in Year 1 Hits Harder Than Year 5 or Year 10

Two retirees can start with identical savings and earn identical average returns. They can still finish far apart. The difference is when the bad years happen. A drop in year 1 is far more damaging than the same drop later. This article explains why and shows how to stress-test your own plan.

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4% vs 3.5% SWR for Early Retirees: Horizon Changes the Math

The 4% rule assumed a ~30-year retirement. For 40–50 year FIRE, Bengen's 1994 paper pointed to 3–3.5%. This article compares 25x vs ~29x expenses, explains the original research, and shows how to stress-test both withdrawal rates with your own numbers.

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Coast FIRE vs Barista FIRE: Which Path to Financial Independence Is Right for You?

Not every path to financial independence requires grinding until you hit a seven-figure portfolio. Coast FIRE and Barista FIRE offer two distinct ways to reduce financial stress earlier in life — but they work very differently. This guide breaks down both strategies and helps you figure out which fits your situation.

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