Money
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Is it Worth the Cost?
Curious readers can download the Dividend Kings spreadsheet for free. Dividend Kings are 50+ stocks that have paid and increased their…
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Is a Roth Conversion Right for You? Consider These 6 Factors
The Roth conversion is a popular year-end tax maneuver for DIY retirement planners. It works just as well at the…
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Early Retirement is the Wrong Goal
A more in-depth talking head version of this article is available on YouTube (view below). I chased early retirement for…
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Individual Stocks vs. Index Funds
Though opinions vary on individual stocks vs. index funds, my own investments reflect a blend of both, from dividend and…
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The Creation Mindset – Accelerate Your Wealth Trajectory
Buying compact discs (CDs) used to be a thing. That’s how we bought music back in the 1980s and 1990s.…
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Ode to the Passbook Savings Account
On December 1st, 1986, my Mom took me to open my first bank account at the local Dollar Bank branch.…
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Financial Confidence is the New Financial Independence
The FIRE movement made the rounds in national news for a few years and still gets a head nod here…
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The “Minus Your Age” Rule of Thumb for Asset Allocation
The minus your age rule of thumb is a simple math formula used in personal finance to help DIY investors…
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Best Broker for Long-Term Investors
I’ve been investing on the M1 Finance platform since 2017. I was attracted by the intuitive way investors can design…
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Get Smarter About Your Mortgage (Calculator Spreadsheet + Video)
Many of us secured historically low mortgage rates for our homes in the past decade. We now find ourselves content…
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