Achieving Personal Financial Success - Specific & Actionable Advice
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Achieving Personal Financial Success - Specific & Actionable Advice

Introduction

I summarize a financial topic approximately once a week - every post is a 3-5 minute read, with actionable information for the interested investor. No waffling here - you'll get details on tradeoffs, decision choices, and my recommendation. I've collected a partial list of my posts below. Interested in other topics? Email me at aurobindo[dot]sundaram@relx[dot]com.

Posts

  • (Oct 2024) Why you should consider an HSA in 2025 (link)
  • (Oct 2024) Don't throw away your Employee Stock Purchase Plan benefit! (link)
  • (Sep 2024) Mistakes in my investing journey (and what you can learn from them) (link)
  • (Aug 2024) My automated financial life (link)
  • (Jul 2024) Go big, then stop (link)
  • (Jun 2024) Don't get whiplash from market movements (link)
  • (May 2024) Do annuities really suck - a different perspective (link)
  • (Feb 2024) Backdoor Roth IRA basics (link)
  • (Feb 2024) Why you should fund a Roth IRA early in your career (link)
  • (Jan 2024) What's the deal with trip insurance? (link)
  • (Jan 2024) EU261 and knowing your rights when you travel (link)
  • (Jan 2024) How to donate efficiently to charity? (link)
  • (Aug 3, 2023) What is stock lending? (link)
  • (Jul 20, 2023) What are buffered ETFs? (link)
  • (Jul 6, 2023) What assets to keep in taxable accounts and tax-deferred accounts? (link)
  • (Jun 12, 2023) What are brokered CDs? (link)
  • (Jun 5, 2023) Why my amazing returns were just due to dumb luck (link)
  • (May 22, 2023) Should I use a financial advisor (link)
  • (May 18, 2023) Watch "How to get rich" (link)
  • (May 4, 2023) Losing money in a speculative investment (link)
  • (Apr 30, 2023) Annuities are an awful investment (link)
  • (Apr 16, 2023) Timeshares are a no-win game (link)
  • (Mar 23, 2023) The magic of compounding (link)
  • (Mar 16, 2023) Investing Lessons from Silicon Valley Bank's Collapse (link)
  • (Mar 9, 2023) Investing in short-term treasuries (link)
  • (Feb 23, 2023) How inertia leads to sub-optimal financial decisions (link)
  • (Feb 16, 2023) Never get a tax refund (link)
  • (Feb 9, 2023) Never rebalance your portfolio again (link)
  • (Jan 26, 2023) Where to keep your short-term reserves for maximum return? (link)
  • (Jan 5, 2023) New laws around retirement planning (link)
  • (Dec 22, 2022) Where to invest dividend-paying stocks (link)
  • (Dec 16, 2022) How much money do you need to make $X in annual income? (link)
  • (Dec 15, 2022) How to bunch deductions to save on taxes (link)
  • (Dec 1, 2022) Protecting yourself with volatile investments (link)
  • (Nov 20, 2022) Everything you need to know about 529 education savings plans (link)
  • Buying life insurance - why, what kind, and tradeoffs (link)
  • Car insurance coverage - things you don't realize can hurt you (link)
  • Health Savings Accounts (HSAs) are win-win-win - here's why (link)
  • How to spend an extra $100 (link)
  • Is your home insurance coverage appropriate? (link)
  • Long-term care insurance - what it is, what it costs, and when you should buy it (link)
  • A primer on 401(K) lifetime income illustrations (link)
  • Protecting your Zelle and Venmo accounts (link)
  • Saving money on car insurance (link)
  • Should you buy towing services through your car insurance carrier? (link)
  • Umbrella insurance - what it is, who needs it, and how much to buy (link)
  • When to use a financial advisor (link)
  • Why you should create a will today (link) – link to preparing for tragedy document
  • You will be hacked someday - the right alerting on financial account activity (link)

Do you have a topic you'd like me to write about? Drop me a note or message me on LinkedIn - I'm happy to help.

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