Category Archives: Systemization

Doing Your Future Self a Favor

Not long ago I decided to transfer some of my retirements funds from one brokerage company to the other. For reasons that are too annoying and too complicated to get into, I had to do this manually through what’s known as an “indirect rollover”. The mechanics of it are simple: Brokerage #1 cas...

On New Year’s Resolutions

By now, more than 80% of New Year’s Resolutions have been abandoned. If yours was among them, here are some possible reasons why: 1) You didn’t actually want it Perhaps you set a “should” resolution – something you think you should be doing that you don’t actually want for yourself. ...