The Uncommon Path – January 20th Edition

The Uncommon Path

Plan Wisely | Retire Well | Travel on Your Terms


In this issue…
  • 14 credit cards that have 100k sign-up bonuses
  • Exactly how much are those points/miles worth? Every major program’s value
  • Solving the 70-year-old case of who turned in Anne Frank’s family
  • A 2022 Market Outlook by Goldman Sachs

…and more!


Nothing says the Dog Days of Winter like twelve straight days of below-freezing highs – yes, highs! If the Weather Channel is accurate Pittsburgh is looking at sub-freezing weather for the rest of January. I’m trying to focus on future travel instead of the weather and hope COVID doesn’t derail my spring vacation to France. 

Also, I highly recommend The Greater Journey: Americans in Paris by David McCullough. The non-fiction book written by Pittsburgh’s most well-known historian documents the adventures of American writers, artists, architects, and more as they experience 19th-century Paris. The book does a fantastic job of highlighting what makes Paris, Paris. 

Lastly, if you have investment accounts with me at TD Ameritrade, your tax forms are available. Please sign in to your account to access.  

Safe Travels,

David


Travel

Even if you’re uncomfortable traveling now, you can still plan for the future. A list of 14 credit cards offering 100k sign-up bonuses. 

Oh, and exactly how much are each of those offers worth? Every major airline/hotel rewards points/miles are valued in the January 2022 guide by The Points Guy. 

One of the travel credit card families I recommend the most is Chase Sapphire given their generous rewards and flexibility. Ever wonder whether you should be using Chase miles or cash when booking a flight? This guide explains the ins and outs.


Retirement

Not everyone is lying on the beach during retirement, some retirees are solving 70-year-old cold cases. This is a great 60 Minutes piece about an ex-FBI investigator who goes to Amsterdam to help solve the enduring mystery – Who gave up Anne Frank’s family? 

The annual retirement account contribution limits, tax rules, etc. change constantly. Here is a two-page document that lists all of the 2022 Annual Limits for Financial Planning. 


Investing

I normally take outlooks for the year ahead with a boulder-sized grain of salt. However, when they are well done and backed up with valuable data they can be a very interesting read. Here’s the 2022 Outlook by Goldman Sachs. Even if you’re a skeptic, like me, when it comes to making market/economic predictions accurately it’s a thought-provoking paper. 


Did you miss the last issue of The Uncommon Path? If so, you have a second chance to catch up on:

  • 2022 has not been kind to many large growth stocks, but it’s not too late to rebalance
  • Exactly how much does it cost to retire in each country? A list
  • In case your retirement fund is a little low, a list of the cheapest countries to live in
  • Ready to renew your passport? Soon you won’t have to mail it in

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    Financial Advisor David Tuzzolino

    David Tuzzolino, CFA, CFP®, is the Founder and CEO of PathBridge Financial, a firm that specializes in providing comprehensive financial planning and investment management services for clients that are nearing retirement and love to travel.