PinnedInFinancial StrategybyLen Santoro·Sep 13Money Mechanics of a Semi-RetirementPart 1: Three months inA response icon3A response icon3
PinnedInFinancial StrategybyLen Santoro·Jul 15Where Does My Money Actually Go? The Expense Audit Changed Everything for Semi-Retirement DecisionA response icon1A response icon1
PinnedInFinancial StrategybyLen Santoro·Jul 1The Money Reality Check: How I Audited My Finances Before Pulling the Trigger on Semi-RetirementPart 2 of my semi-retirement series. If you missed Part 1, start here.A response icon6A response icon6
InFinancial StrategybyLen Santoro·Oct 31Six Months Into Semi-Retirement: Did I Make the Right Choice Retiring Early?Article 5 laid out the experiments I planned to use to build a part-time life: tennis, financial planning, software development, and…A response icon4A response icon4
InFinancial StrategybyLen Santoro·Oct 27Solar for your home, is it worth it?My electric company gave me a solar estimate for my house.A response icon1A response icon1
InFinancial StrategybyLen Santoro·Oct 27Which Account Should You Spend First in Retirement?A plain-English guide to withdrawal order, Roth conversions and required minimum distributionsA response icon2A response icon2
InFinancial StrategybyLen Santoro·Oct 27It’s Almost ACA Open Enrollment. Are You Ready?The dates, the income math, the new HSA opportunity, and the questions to ask before you click “enroll”A response icon2A response icon2
InFinancial StrategybyLen Santoro·Oct 23What Do You Consider Discretionary Spending, and How Does That Impact Your Spending Habits?A year ago, I left an IT career in my mid-50s to semi-retire, with four years to cross before my 401k and IRA open up without a penalty.
InFinancial StrategybyLen Santoro·Oct 19How to Save $1,235 a Year on Insurance: What I Learned After 24 Years With One CompanyOne phone call, one surprise rate hike, and a third try that finally worked.
InFinancial StrategybyLen Santoro·Oct 15Having the Conversation: Are You and Your Spouse Retiring Into the Same Future?My semi-retirement planning, bonusA response icon1A response icon1
