Money

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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The Pros and Cons of DIY Investing

I’ve been a self-directed investor for almost thirty years. Self-managing my investments has saved me tens of thousands in fees,…

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The Definition of Financial Success is Not So Obvious

Tataouine, not Batuu. The Star Wars: Galaxy’s Edge attraction opened at both Disneyland in Anaheim, CA, and Walt Disney World…

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How I’m Simplifying my Portfolio for Retirement

Next Thursday, March 14th, 2024, at 1 pm ET, TD Bank is featuring me in an interview and live Q&A…

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Throwing ICE on FIRE – Retire Before Dad

The mainstream financial media’s portrayal of early retirement has always felt disingenuous, leading with “this 30-something retired” or some variation…

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The Changing Realities of an Ideal Retirement

I can describe my ideal retirement in three words. Long and healthy. If my retirement is long and healthy, I’ll…

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Managing Family Healthcare While Self-Employed

November is National Diabetes Awareness Month. The most significant mental hurdle before leaving my full-time career was health insurance.  My…

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Fundrise Review After Six Years of Investing

This Fundrise review was completely updated on 11/06/2023.  Fundrise is a Washington, D.C.-based real estate and alternative assets platform enabling…

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