I don’t know about you, but I’d rather have all my investments be tax-free. While this may not be possible, it pays to understand our options when it comes to building tax-free wealth.  401(k)s came into existence in the late 70s and were widely adopted in the...

When you’re going on a trip, there’s a lot to prepare for.  The first step is deciding what you want to do, and where you want to go.  You need to make sure your vehicle is capable of getting you to your destination and that it’s ready to make the trip. From...

What do you wish you had learned or been taught about money as a kid? What skills would have served you as an adult?  Every parent wants the best for their kids, and helping them understand money and personal finance is an important step.  It’s also...

I think we can all agree that learning about parallelograms and chlorophyll instead of how to file our tax returns was a mistake.  Perhaps one day, personal income tax will find its way into the curriculum, but until then it’s probably up to parents to help kids...

As humans, we’re exceptional at making things harder than they need to be.  For example, this post could probably be a lot shorter than it’s going to be. I could say “teaching your kids to give is a good thing” and you’d probably agree. In the spirit of brevity,...

The tagline for the iconic action figure brand G.I. Joe was “Knowing is half the battle.” While “knowing” may not actually be 50% of what you need to successfully manage your money, it’s a big part of it.  On a scale of 1 to 100, how well do you know your family...

A recipe for a happy life is this; earn as much as you can, save as much as you can, and give as much as you can.  Over the course of a 40 to 50 year career, it makes sense to try and earn as much as possible. In a perfect world, you’d get started as early as...

Are you taking good care of yourself?  Way too many good and kind-hearted people aren’t. We’re more concerned with caring for others, often at our own expense.  I want to advocate for you, and help you advocate for yourself, because you’re worthy of...