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How Much Money do You Need to Retire?

How much money will you need for retirement? This amount is important because it will give you a target to base your monthly savings and investment allocation on. Here are a few steps that will help you get a rough idea of how much you will need for retirement. Determine…

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The Financial Advice Matrix

If you live in the same world I do, you are probably bombarded with advice. From your family, friends, neighbors, co-workers, uber drivers, podcast hosts, news reporters, etc. Everyone is smarter than you, wiser than you, and knows more about money, parenting, relationships, and life than you. Or so they…

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Seeing Complaints As Opportunities

It seems like complaining has replaced Baseball as America's Pastime. Whether it is politics, the economy, the restaurant we ate at last night, or the person who took our parking spot, there is always something or someone to complain about. In the past you could only complain to people in…

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The Story of Lilly and Tucker

Meet Lilly and Tucker.  They entered the married world with hopes and dreams.  At first married life was great and they were the model couple.  Life was good. Backing up a few months, Lilly and Tucker had a typical engagement period, with lots  of decisions about the ceremony, the wedding party,…

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Financial Stability: Can Your Finances Take a Punch?

It doesn't matter if a boxer has great stamina and knockout power if he has a glass jaw. One well aimed punch and the lights go out and that power and stamina mean nothing. In the same way, it doesn't matter how great your income or investments are if you…

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What is a 401K?

According to the 2019 National Study of Millionaires by Ramsey Solutions 8 out of 10 millionaires used company 401(k) plans to build their wealth. Many Americans already have access to a 401(k) through their employer which can make it a great option for getting started with investing. So, what is…

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Children First

Something happens every time you fly on an airplane.  As the plane pulls away from the gate the flight crew runs through a series of safety instructions.  It goes something like this, “In the event the cabin has a loss in pressure, oxygen masks will come down from the console…

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If you can’t afford to lose it…

My last car was 12 years old, had 160k+ miles on it, had dents, hail damage, murky lights, and an ugly cheap interior. It shook when it idled, it made lots of noises, and the hub caps were hideous. When someone dented the door in a parking lot, I could…

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