NEWSLETTERS FROM THE ARCHIVE
NEWSLETTERS
FROM THE ARCHIVE
The Ten Commandments of Financial Planning
A few key principles guide my financial planning philosophy for myself and others.
Ten Nearly Universal Truisms of Personal Finance
We all make money mistakes as the deck is stacked against us.
The Ten Commandments of Spending and Saving
Spending and saving are flips sides of the same coin. I’ve seen many strategies on how to spend less, save more, and be financially resilient.
Ten Most Common Personal Finance Mistakes
It’s impossible to dodge all the financial potholes that await us.
The Ten Commandments of Investing
Quantum mechanics is mysterious and counter-intuitive; investing isn’t. Here are my Ten Commandments to maximize your lifetime net worth.
Top Ten Places to Save
Besides fewer carbs and more steps, many of us resolve to do less spending and more saving. If that includes you, here’s my top 10 (OK, 12) places to save your money.
How much do I need to save for retirement?
Everyone of a certain age asks some variation of this. Here’s how I answer the question of how much you need to amass in retirement savings…
How do I invest in a socially responsible manner?
Socially responsible investing is a great idea in theory but dubious in practice as it’s just marketing hype. But first, what is it?
Should you rent or buy your home?
I’m asked this question often and my two cents on this topic may be counter-intuitive to more conventional wisdom and can meet with resistance.
Maximize Your Roth IRA
Here are six ways to contribute to a Roth, each with its own limitations, complexities, and trade-offs. They’re not mutually exclusive. Your older self will be grateful.
Things To Do While You're Still Sentient
You may have reached a point in your life where you recognize that you’re not so young anymore but, your mental faculties remain intact. If that’s you…
CDs and High-Yield Savings Are Over-Rated
With interest rates higher than they’ve been in a generation, high-yield savings accounts and CDs are the rage. I’m not sure why…