Articles


Investing 2.0: Where Do I Invest Beyond 15%?

You’ve paid off your debt. You’ve saved 3–6 months’ expenses in an emergency fund. You’re investing 15% of your gross income in a tax-favored account like a 401(k) or IRA, […]

Read More

Investing 101: How to Start Investing

Welcome to Investing 101! You’ve come to the right place for the right information on investing basics. Before we start, I want you to hear me say this: The world […]

Read More

Diversification: A Secret Weapon of Wealth-Building

“Diversification, along with other financial instrumentation, will allow allocation of capital along the market continuum while improving earning levels when investing conditions lack equilibrium . . .” Did that make […]

Read More

Should I Save for Retirement, College, or Pay Off the Mortgage Early?

So you’re on Baby Steps 4–6! Congratulations! You can finally focus on investing for retirement, saving for your kids’ college expenses, and even paying off your mortgage. These are all […]

Read More

The Best Perk of Being Wealthy

Not too long ago, I polled my Facebook community group and asked them a question: “What does it mean to be wealthy?” Of course, culture says you need to own […]

Read More

How to Keep Your Wealth-Building Goals Over Time

Let’s be honest. Staying motivated for 30 years is hard. When you’re getting out of debt, you know you’re making progress toward your goal. You get to say goodbye to […]

Read More

How Do You Define Millionaire?

The meaning of the word millionaire is pretty straightforward, right? If you’ve got $1 million in the bank, you’re a millionaire. Done. And if you’ve got that much money stashed […]

Read More

How to Enjoy Hobbies While Saving For the Future

I’m giving you permission to spend money. Now before you run to your spouse and show them this blog post, let me explain. Some people get the idea that you […]

Read More

Finances After the Unexpected: Divorce, Remarriage and Death

You’re on the road to financial independence. You’ve paid off your consumer debt. You’ve got money in an emergency fund. You’re putting money away in your 401(k). You’re set. And […]

Read More

What Is Estate Planning, and How Do I Do It?

Sharks. Spiders. Snakes. Estate planning. Some topics strike fear in the hearts of people just by mentioning them. Now, I can understand a healthy fear of sharks. I’ve watched too […]

Read More