The Self-Driving Financial System

The Self-Driving Financial System thumbnail

How do you set up a system that handles all the money coming in, all the money going out, and makes sure that it’s being done right month after month? And how do you do it without losing your mind or having to quit your job to keep track of it all? Here’s my system for handling it effectively with as little ongoing work as possible.Read more…

Should You Pay off Debt or Invest?

Should You Pay off Debt or Invest? thumbnail

One of the most common questions I get is some version of this: should I pay off debt or invest for the future? You know that both are important, but how do you decide between them? This post shares a 7-step process you can use to make that decision, including a last step that’s almost never discussed and has a huge impact on your end result.Read more…

The New Parent’s Guide to Life Insurance

The New Parent’s Guide to Life Insurance thumbnail

Life insurance is the most cost-effective way to make sure that your children will always have the financial resources they need, no matter what. This guide walks you through the entire process of figuring out how much life insurance you need, what type to get, and how to get it without spending any more than you have to.Read more…

The Pros and Cons of Using a Roth IRA for College Savings

The Pros and Cons of Using a Roth IRA for College Savings thumbnail

While Roth IRAs are technically retirement accounts, they are incredibly flexible and they have a few characteristics that make them particularly useful for college savings, especially if you’re not 100% sure you want to be saving money specifically for education. But there are some downsides too, and in this post we’ll explore the pros and cons.Read more…

29 Tools and Resources to Help You Make the Most of Your Money in 2018

29 Tools and Resources to Help You Make the Most of Your Money in 2018 thumbnail

Knowing what you want to improve about your financial situation is one thing. Knowing HOW to do it is another. There’s a maze of banks, investment companies, apps, websites, and everything else, and deciding between them can feel impossible. Here’s a list of 29 of my favorite tools so that you can stop deliberating and start taking action.Read more…

← Previous entries