Money
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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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Managing Mom and Dad’s Money
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired…
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Definition and How to Customize
The financial independence number is a benchmark to determine retirement preparedness. It’s also known as the FI number. Financial independence…
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The Problem with a “Forever Home” Mindset in Retirement
My parents lived in their first home for more than 50 years. But they stayed too long. They thought the…
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Broke, Unemployed, and Living With My Parents
I moved in with my parents when I was 27. The football wallpaper in my bedroom was gone, and the…
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Dividend Growth Investing with Ben Reynolds of Sure Dividend
This week’s post is a video conversation with Ben Reynolds of the Sure Dividend Newsletter. Watch it below or click…
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Powerful DIY Financial Planning (+ Video)
ProjectionLab is a powerful financial planning tool that empowers do-it-yourselfers to set and track financial goals and forecast how their wealth will change…
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