The Better-Than-Average Financial Millennial
What’s the average salary and net worth of millennials? And what steps can you take to improve your financial position?
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Money Basics
The basics of personal finance seem complex–at first.
But most of the concepts just require a little guidance. That’s what these Money Basics articles provide.
Have a question? Feel free to reach out!
Money is Fungible
If you don’t understand how money is fungible, you’re setting yourself up for future personal finance mistakes.
An Easy $4600 From Money Market Funds
The biggest change for individual investors in 2022 and 2023 involves rising interest rates. And you might be leaving thousands of dollars on the table.
Capital Gains Taxes 101
Capital gains taxes are a bit dry…but important to understand! Let’s cover the basics and correct the common misconceptions.
The Hidden Benefit of Saving Money
Saving money is a no-brainer. Its benefit is obvious. You have more money! Your bank account grows. Your 401(k) grows. You can retire (potentially early) and do fun things with the savings you’ve built up over time.
But there’s a second, hidden benefit to saving money.
Silicon Valley Bank 101
What happened – and is happening – at Silicon Valley Bank? Do you need to be worried about another financial crisis?
How to Retire Decades Early
Let’s cover a basic concept that will shave years—if not decades—off your retirement date.
Estate Planning 101
Who knows what happens after you die? Not me! Unless, of course, the topic is estate planning and what happens to your finances after you die.
Wordle’s Hidden Financial Lesson
How do you Wordle? Fast and furious, or slow and methodical? Financial planning works the same way…but with thousands of dollars on the line!
The Secret To Beating Inflation
What’s the secret to beating inflation? It might be sitting right in front of you.