You Won
Six financial advisors auditioned. Most skipped the hard problem, and my favorite looked at the balance and said, “You won.” What fee-only actually buys, and why the hire isn’t for me.
Money
Policies, corporations, advisors. What they cost to buy, and what they cost to leave.
5 posts
The $800 Corporation
Eleven years, one Seychelles corporation, zero payroll tax: the legal architecture, the real costs, and what it does to your Social Security check.
The Life Insurance Nobody Will Help You Leave
Everyone will sell you cash-value life insurance and everyone will tell you not to buy it. Nobody will help you get the money back out. The exits, the tax traps, and where I landed.
Get Some Cash: ATMs, Foreign Banks, and the Cards That Beat Them
Foreign ATMs want to charge you. Foreign banks want to charge you. Your own bank wants to charge you. With the right cards, all three charges go to zero. Here's the setup that actually works.
The "So Lisa Doesn't Have to Figure It Out Alone" Memo
A practical memo covering the finances, accounts, insurance, and logistics that keep things running — written for the person who'd have to figure it all out if I wasn't around to explain it.