Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […]
Read more
Category: Investments
I Want to Believe in Unicorns
I want to believe in Unicorns, but their magic is too good to be true. The same could be said of many investments. I speak from experience, and today I’m […]
Read more
Why My Airbnb Lost Money…and Still Felt Like a Win
I moved to Arizona on August 1, 2001, and spent the next four years working with various CPA firms across the Phoenix and Scottsdale area. At one of those firms, […]
Read more
A New Free Tool To Manage Your Asset Allocation
I just created a free new tool for you to kick off the New Year and today I’m sharing it with you, along with screenshots and detailed instructions on how […]
Read more
Saying Goodbye To The 401(k)
She’s been a part of my life for 38 years, but the time has come to say goodbye. With a dedicated line on my Net Worth statement since 1985, it’s […]
Read more
Rethinking the 4% Safe Withdrawal Rule
The 4% safe withdrawal rule is a well-known “rule of thumb” for those planning for retirement. One thing it has going for it is that it’s simple to apply. If […]
Read more
10 Steps to Make Sure You Have Enough Money to Retire
One of the biggest worries folks have as they approach retirement is whether or not that they have enough money to retire. Since the goal of this blog is to […]
Read more
Tax-Loss Harvesting (Making The Most Of Your Losses)
The markets have been hot for a while, and you’ve likely experienced some significant gains in your portfolio. What options do you have to minimize the taxes associated with those […]
Read more
Investment Options To Protect Against Inflation
I was blown away when I read this statement by Morgan Housel (emphasis added): “Adjusted for inflation, the two stimulus packages passed in the last nine months are roughly equal to […]
Read more
Are We In A Stock Market Bubble?
“Are we in a stock market bubble?” I’ve heard a lot of people asking that question recently. I’ll provide my answer to that question in today’s post, but…it’s the wrong […]
Read more