Blog

Is ‘Benefits Hacking’ Genius? Or Immoral?

Is “benefits hacking” a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?

They say “the best story wins.” How do take “financial planning” – an admittedly boring topic at times – and tell a better story?

Warren Buffett is great. Index funds area also great. But they are not the same! How do we square that circle?

What financial lessons can we learn from an 8-month old baby about luck, timing, and something called “the Ovarian lottery?”

How can two groups of people see the same exact facts, the same reality, yet come to polar opposite conclusions?

Who knew Richard Nixon, with his curiosities and complexities, was also a retirement philosopher?

Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.

It’s that time of year again. The Wall Street wizards look in their crystal balls at the next year of stock performance.

Most personal finance experts would tell you that cars are a terrible investment, and that leasing a car is even worse. Why’d I do it anyway?

What lessons can we take from weight loss success and Daylight Savings, and apply to make better personal finance decisions?