Featured
Newsletter, Taxes, Video
taxes, qcd, ira, tax review, tax planning, tips, newsletter
Tax Prepartion Time- 4 Things to Remember
Newsletter, Taxes, Video
taxes, qcd, ira, tax review, tax planning, tips, newsletter
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Newsletter, Taxes, Video
taxes, qcd, ira, tax review, tax planning, tips, newsletter
Back To School
Kids and Money, Personal Finance, Employee Benefits
employee benefits, back to school, French, pom, pomodora technique, HSA, FSA
Back To School
Kids and Money, Personal Finance, Employee Benefits
employee benefits, back to school, French, pom, pomodora technique, HSA, FSA
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Kids and Money, Personal Finance, Employee Benefits
employee benefits, back to school, French, pom, pomodora technique, HSA, FSA
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance
personal finance, Savings, Advice, Philosophical, Oscar Wilde, Conservative, Progressive, Change, Retirement
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance
personal finance, Savings, Advice, Philosophical, Oscar Wilde, Conservative, Progressive, Change, Retirement
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Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance
personal finance, Savings, Advice, Philosophical, Oscar Wilde, Conservative, Progressive, Change, Retirement
Reader Mailbag: Is the Market Overvalued and other stuff
Investments, Newsletter, Planning, Psychology of Money, Goals
valuations, Markets, Market Timing, Narratives, Burton Malkiel, Cathie Wood, dog, foo fighters, investing, Enough
Reader Mailbag: Is the Market Overvalued and other stuff
Investments, Newsletter, Planning, Psychology of Money, Goals
valuations, Markets, Market Timing, Narratives, Burton Malkiel, Cathie Wood, dog, foo fighters, investing, Enough
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Investments, Newsletter, Planning, Psychology of Money, Goals
valuations, Markets, Market Timing, Narratives, Burton Malkiel, Cathie Wood, dog, foo fighters, investing, Enough
Little and Often
Newsletter, Personal Finance, Psychology of Money
Scarcity, turtle, hare, aesop fable, compounding, mortgage, pace of life, procrastination, race, debt management, investing, estate planning, writing, intentionality
Little and Often
Newsletter, Personal Finance, Psychology of Money
Scarcity, turtle, hare, aesop fable, compounding, mortgage, pace of life, procrastination, race, debt management, investing, estate planning, writing, intentionality

Life seems to happen so fast, we dismiss the value of being slow.

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Newsletter, Personal Finance, Psychology of Money
Scarcity, turtle, hare, aesop fable, compounding, mortgage, pace of life, procrastination, race, debt management, investing, estate planning, writing, intentionality
Investing Under the Influence
Behavioral Finance, Newsletter, Personal
Influence, Reading, Social Media, Virus, Bitcoin, Gold, Stock Market, Bonds, Mentor
Investing Under the Influence
Behavioral Finance, Newsletter, Personal
Influence, Reading, Social Media, Virus, Bitcoin, Gold, Stock Market, Bonds, Mentor
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Behavioral Finance, Newsletter, Personal
Influence, Reading, Social Media, Virus, Bitcoin, Gold, Stock Market, Bonds, Mentor
Benchmarks and the only return that matters
Goals, Investments, Newsletter, Personal, Social, Technology
Benchmarks, Freedom, OneDrive, Pictures, 4th of July, Nasdaq, Financial Goals, Weight Loss, Return on Life, Social Media, Technology, Lake Wobegon, Comparisons
Benchmarks and the only return that matters
Goals, Investments, Newsletter, Personal, Social, Technology
Benchmarks, Freedom, OneDrive, Pictures, 4th of July, Nasdaq, Financial Goals, Weight Loss, Return on Life, Social Media, Technology, Lake Wobegon, Comparisons
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Goals, Investments, Newsletter, Personal, Social, Technology
Benchmarks, Freedom, OneDrive, Pictures, 4th of July, Nasdaq, Financial Goals, Weight Loss, Return on Life, Social Media, Technology, Lake Wobegon, Comparisons
Work Hard, Be Kind and Make Choices….Repeat
Kids and Money, Goals, Social, Technology
Work, Kindness, Decisions, Parenting, financial advice, Technology, Wendell Berry
Work Hard, Be Kind and Make Choices….Repeat
Kids and Money, Goals, Social, Technology
Work, Kindness, Decisions, Parenting, financial advice, Technology, Wendell Berry
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Kids and Money, Goals, Social, Technology
Work, Kindness, Decisions, Parenting, financial advice, Technology, Wendell Berry
Some weeks we just feel things
Personal, Personal Finance, Psychology of Money, Financial Planning
Covid-19, Guilt, Gratitude, N, investments, PPP, SBA, productivity
Some weeks we just feel things
Personal, Personal Finance, Psychology of Money, Financial Planning
Covid-19, Guilt, Gratitude, N, investments, PPP, SBA, productivity
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Personal, Personal Finance, Psychology of Money, Financial Planning
Covid-19, Guilt, Gratitude, N, investments, PPP, SBA, productivity
Covid-19 and the 5 Stages of Grief
Personal, Social
Covid-19, Grief, Acceptance, Newness, Stat, Coronavirus
Covid-19 and the 5 Stages of Grief
Personal, Social
Covid-19, Grief, Acceptance, Newness, Stat, Coronavirus
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Personal, Social
Covid-19, Grief, Acceptance, Newness, Stat, Coronavirus
Sometimes you can wait to open your statements
Newsletter, Psychology of Money
Statements, Waiting, Coronavirus, Markets, Jobs, Money, Unemployement, Vaccine
Sometimes you can wait to open your statements
Newsletter, Psychology of Money
Statements, Waiting, Coronavirus, Markets, Jobs, Money, Unemployement, Vaccine

There is a unique weariness to waiting.

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Newsletter, Psychology of Money
Statements, Waiting, Coronavirus, Markets, Jobs, Money, Unemployement, Vaccine
US Interstate I-20/59 and the Surprises of Life
Planning, Newsletter, Media
20/59, Surprise, Uncertainty, Predictions, Expectations, stock, Economy, Elections, Future
US Interstate I-20/59 and the Surprises of Life
Planning, Newsletter, Media
20/59, Surprise, Uncertainty, Predictions, Expectations, stock, Economy, Elections, Future
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Planning, Newsletter, Media
20/59, Surprise, Uncertainty, Predictions, Expectations, stock, Economy, Elections, Future
Fun Start to the Year/Decade
Media
press, Questions, Stock Market, 2020, GeoPolitics, Retirement Funds, NBCNews, CNBC, Forbes, Hourly Planning, Financial Media
Fun Start to the Year/Decade
Media
press, Questions, Stock Market, 2020, GeoPolitics, Retirement Funds, NBCNews, CNBC, Forbes, Hourly Planning, Financial Media
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Media
press, Questions, Stock Market, 2020, GeoPolitics, Retirement Funds, NBCNews, CNBC, Forbes, Hourly Planning, Financial Media
The most important 2 minutes of my financial day
Financial Planning
Cash Flow, Newsletter, Saving, Spending, Giving, TwoMinutes, Quicken, Expense Planning, Personal
The most important 2 minutes of my financial day
Financial Planning
Cash Flow, Newsletter, Saving, Spending, Giving, TwoMinutes, Quicken, Expense Planning, Personal

It take me maybe 2 minutes every morning to track my expenses.

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Financial Planning
Cash Flow, Newsletter, Saving, Spending, Giving, TwoMinutes, Quicken, Expense Planning, Personal
Big Financial Decisions- Managing Data and Emotions
Behavioral Finance, Financial Planning
books, housing, emotions, data
Big Financial Decisions- Managing Data and Emotions
Behavioral Finance, Financial Planning
books, housing, emotions, data

There is no amount of data sufficient to remove the emotions from a financial decision.

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Behavioral Finance, Financial Planning
books, housing, emotions, data
The Fiduciary Duty – Why is it so difficult?
Fiduciary, Financial Planning, Investments
The Fiduciary Duty – Why is it so difficult?
Fiduciary, Financial Planning, Investments
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Fiduciary, Financial Planning, Investments
The "Latte Factor" and Reality
Money Management, Personal Finance, Saving and Investing
latte factor
The "Latte Factor" and Reality
Money Management, Personal Finance, Saving and Investing
latte factor
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Money Management, Personal Finance, Saving and Investing
latte factor
Having "the talk" with my daughter
Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing
Presidents Day, Women and Investing, Dads and Daughters, Referential Bias, Bird and Bees
Having "the talk" with my daughter
Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing
Presidents Day, Women and Investing, Dads and Daughters, Referential Bias, Bird and Bees
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Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and Investing
Presidents Day, Women and Investing, Dads and Daughters, Referential Bias, Bird and Bees
Why even advisors need advisors
Investments, Newsletter, Behavioral Finance
Expectations, Fee Only Financial Planning, Snow, Snowday, Deep South, Robo, Advice, capitalism, Investing
Why even advisors need advisors
Investments, Newsletter, Behavioral Finance
Expectations, Fee Only Financial Planning, Snow, Snowday, Deep South, Robo, Advice, capitalism, Investing
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Investments, Newsletter, Behavioral Finance
Expectations, Fee Only Financial Planning, Snow, Snowday, Deep South, Robo, Advice, capitalism, Investing
Can I go to college on a budget?
Video, Financial Planning
College Education, Paying for College
Can I go to college on a budget?
Video, Financial Planning
College Education, Paying for College
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Video, Financial Planning
College Education, Paying for College
What is an Investment "Glidepath"?
Video
What is an Investment "Glidepath"?
Video
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Video
Thanks Living
Newsletter, Media, Psychology of Money
Gratitude, Thanksgiving, Narratives
Thanks Living
Newsletter, Media, Psychology of Money
Gratitude, Thanksgiving, Narratives
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Newsletter, Media, Psychology of Money
Gratitude, Thanksgiving, Narratives
What are Target Date Funds?
Video
What are Target Date Funds?
Video
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Video
My CFP® Journey - A personal story
Personal, Financial Planning, Goals
My CFP® Journey - A personal story
Personal, Financial Planning, Goals
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Personal, Financial Planning, Goals
Avoiding conflict when combining finances
Avoiding conflict when combining finances
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S&P enters a correction, what now?
Behavioral Finance, Newsletter, Saving and Investing
Investing, Market Timing, Bear Market, Correction, Life
S&P enters a correction, what now?
Behavioral Finance, Newsletter, Saving and Investing
Investing, Market Timing, Bear Market, Correction, Life
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Behavioral Finance, Newsletter, Saving and Investing
Investing, Market Timing, Bear Market, Correction, Life
Making your kids pay for your long-term care ...
Video
Making your kids pay for your long-term care ...
Video
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Video
Special Needs Trusts
Video
Special Needs Trusts
Video
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Video
Can you afford that mortgage?
Video
Can you afford that mortgage?
Video
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Video
The Costs of Investing
Video
The Costs of Investing
Video
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Video