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...

Teaching your kids about money is way more than teaching your kids about money. Why is it on your mind?   Perhaps you want to help them become investors so they can change the world. Maybe you want to help them avoid some of the mistakes you made. Or maybe...

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...

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...

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...

The best time to plant a tree was 30 years ago. The next best time is today.  Is it possible for you to become a millionaire? The answer is most certainly yes. 80% of new millionaires are self-made, meaning they didn’t inherit their wealth. So, if you don’t come...

It seems like you can’t go anywhere without hearing about cryptocurrency. There are television commercials, social media ads, and I’d estimate that around 3 out of 5 direct message requests I receive on LinkedIn are people trying to convince me to purchase crypto from...

The financial planning process is something you can master. It can also be intimidating if you’re new to personal finance and/or aren’t currently investing.  The entire financial services industry is unnecessarily complex. While there are a lot of moving parts to...

Could you be wealthier than Bill Gates and Warren Buffett? I think the answer is yes.  Gates has a net worth of approximately $135 Billion, and Buffett’s is approximately $126 Billion. The definition of wealthy is “having a great deal of money, resources, or...