Lifestyle

How to plan ahead for a big expense

Avoid market timing when investing AND when spending

Sep 18

How to make your home disappear

And why your kids might be glad you did...

Sep 11

Trading your way to financial freedom

And I ain't talking about trading stocks...

Aug 21

Recent client projects

A sampler of things I've been working on this summer

Aug 7

The king of personal finance apps?

A great tool to manage your financial accounts, spending, cash flow & more

Jul 10

A financial fork in the road

You can do anything, but you can't do everything

Jun 19

My advice, distilled

30+ years of delivering financial advice in under 800 words

Jun 5

You need more "and" in your money decisions

Most of your financial choices aren't exclusionary

May 29

The Dirty Dozen

A list from our friends at the IRS

May 22

Question everything

Be curious until you have the clarity, comfort, & confidence you desire

May 15

Everything in Balance

Avoid extremes, financially and elsewhere...

May 1

Your Bucket List

Today's the day...

Apr 24

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