In the first part of August, I received many phone calls from clients who believed the world was surely coming to an end. I reassured […]
Slow your roll, don’t overthink – the cavalry is on the way!
Since announcing my semi-retirement, I have been reminiscing on my 35-years of investing for clients and my 53-year CPA career. In the beginning, we did […]
The Four Pillars of FIRE 🔥
Listen up. If you’re serious about Financial Independence, Early Retirement (FIRE), your savings rate is the single most important factor. Forget the gurus pushing exotic […]
“Save Like a Pessimist, Invest Like an Optimist” – Bill Gates
The month of June was an extraordinarily good month for our investments since they grew unexpectedly to mid-year heights. It is hard to imagine that […]
Three inspiring people you need to know about
Picture this: A 12-year-old boy, one of four kids, sits at his computer in the early 1990’s, planning a family vacation. Using travel points from […]
A new, unique take on FIRE
While 60% of Americans dream of early retirement, a surprising 40% of those who *do* achieve traditional FIRE report feeling a loss of purpose or […]
How to Buy Real Estate When Everything is Expensive
Feeling priced out of the housing market? You’re not alone. Sky-high prices, relentless demand, and shifting interest rates make buying a home feel impossible in […]
You Can Create Generational Wealth – Why Are You Waiting?
I know I write endlessly about the importance of investing early and often, yet most people do not realize how important this is in creating […]
The Afford Anything Gen Z Beginner’s Guide to Money
When I first started figuring out money, it felt like everyone else already knew the secret. Textbooks were useless. This isn’t that. I’m telling you […]
Weather Forecasters Are More Trusted Than Economists
Over the last several years, the profession of an economist has fallen to new lows. And quite frankly, they deserve the demotion they have received. […]