Disability Insurance in Switzerland
Nobody wants to become disabled, but it is important to know how disability insurance works to be more prepared should it happen.
July 2024 – A hot month with taxes
July 2024 was a very hot month with a lot of taxes to pay, but also some nice time for ourselves and with our family.
Can robo-advisors be cheaper than brokers?
DIY vs Robo. Are Robo-Advisors cheaper than buying ETFs yourself? We run the numbers to see the true cost of convenience over 20 years.
Freiburger Kantonalbank (FKB) Review 2026
FKB Review. We analyze the Freiburger Kantonalbank (FKB). Are their fees and vested benefits accounts competitive for Swiss residents?
Should you use a dynamic withdrawal rate?
Flexible spending. Learn how using a Dynamic Withdrawal Rate (like the CAPE method) can increase your safe withdrawal rate and reduce failure risk.
Should you use ChatGPT for your investing plan?
ChatGPT is capable of answering investing questions. So, should you rely on ChatGPT, like on a financial advisor? I asked it questions to find out.
June 2024 – A good month
June 2024 was a nice month, with nice family events but weird weather. Financially, it was a strong standard month with a 43% savings rate.
Tax at source in Switzerland in 2026
New to Switzerland? Understand the Tax at Source (Quellensteuer) system, who pays it, and whether you should request a retrospective correction.
wiLLBe Review 2026 – Pros & Cons
wiLLBe is an account by the LLB, in Liechtenstein, with a nice interest rate, low fees and good withdrawal limits. We review it in details.
Can you save taxes with Direct Real Estate Funds?
Direct real estate funds have some tax advantages, at least on paper. So, should you use them to save on taxes? We delve into those questions!
May 2024 – A nice yet expensive month
May 2024 was a nice month, with nice events, but many small expenses that piled up significantly. Thanks to extra income, we still had nice savings.